Adviser Profile

As of Date 11/04/2023
Registration status Terminated
ADV Location LOGAN, UT, United States
Contact Info 385 xxxxxxx
Websites
AUM* 82,066,539 -3%
of that, discretionary 82,066,539 -3%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 329,584 -1%
% High Net Worth 91.02% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

134M 115M 96M 77M 57M 38M 19M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser CAIN CAPITAL MANAGEMENT, LP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund22.3m Total Private Fund GAV22.3m AUM171.2m #Funds11
Adviser WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.2b #Funds-
Adviser SPIELBERGER & BROOKS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM473.8m #Funds-
Adviser WELLS FARGO INVESTMENT INSTITUTE, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM43.0b #Funds5
Adviser BMB ADVISERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM655.8m #Funds-
Adviser RUBIN OVERSEAS LTD. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM84.9m #Funds-
Adviser VIGILARE WEALTH MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM330.9m #Funds-
Adviser CHOATE INVESTMENT ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund88.1m Total Private Fund GAV88.1m AUM10.0b #Funds3
Adviser EVERCORE WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund47.0m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV47.0m AUM15.5b #Funds1
Adviser WESTMOUNT PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM5.9b #Funds-

Brochure Summary