Adviser Profile
| As of Date | 03/24/2022 |
| Registration status | Registration Changed to INTELLIGENT LENDING ADVISERS, LLC |
| ADV Location | WHITE PLAINS, NY, United States |
| Contact Info | 914 xxxxxxx |
| Websites |
| AUM* | 36,529,709 |
| of that, discretionary | 36,529,709 -17% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 36,529,709 150% |
| SMA’s | Yes |
| Private Funds | 0 1 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
130M
111M
93M
74M
56M
37M
19M
2018
2019
2020
2021
2022