Adviser Profile

As of Date 06/26/2025
Registration status Terminated
ADV Location JANESVILLE, WI, United States
Contact Info 405 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
% High Net Worth 10.00%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2023 2024 2025
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 ELPHINSTONE Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.4m #Funds-
Adviser OFF CAMBER CREATIVE LLC 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 CGAM Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM26.8m #Funds-
Adviser GUGGENHEIM WEALTH SOLUTIONS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM371.3m #Funds-
Adviser MLR RETIREMENT SERVICES 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 TRADEWINDS WEALTH MANAGEMENT Hedge Fund7.3m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV7.3m AUM135.1m #Funds2
Adviser SANDERS BOOZE CAPITAL ADVISORS, LLC 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 NICHE INVESTMENT ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM25.2m #Funds-
Adviser COHERENCE FINANCE INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM12.0k #Funds-
Adviser BRIDGE CAPITAL ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM725.2m #Funds-