PREDICATE INVESTMENT ADVISORS
  • PREDICATE INVESTMENT ADVISORS
  • PREDICATE INVESTMENT ADVISORS, LLC

Adviser Profile

As of Date 02/04/2024
Registration status Terminated
ADV Location SCOTTSDALE, AZ, United States
Contact Info 602 xxxxxxx
AUM* 20,235,000 32%
of that, discretionary 20,235,000 32%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 10,117,500 -34%
SMA’s No
Private Funds 0 2

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

20M 17M 14M 12M 9M 6M 3M
2023
Discretionary
Non-discretionary

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 FIRETHORN PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund3.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.6m AUM30.4m #Funds1
Adviser MAUND AND JONES INVESTMENTS 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 COTTON CREEK 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- AUM1.2m #Funds-
Adviser MILLENNIAL ADVISERS, LLC. Hedge Fund- Liquidity Fund- Private Equity Fund254.7m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV254.7m AUM339.4m #Funds20
Adviser B. RILEY WEALTH PRIVATE SHARES Hedge Fund- Liquidity Fund- Private Equity Fund47.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV47.6m AUM47.6m #Funds8
Adviser ARCANO CAPITAL USA, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM29.4m #Funds-
Adviser PALLADIUM HERITAGE MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund32.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV32.5m AUM37.2m #Funds2
Adviser FWG INVESTMENT MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund12.4m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV12.4m AUM14.4m #Funds1
Adviser PACIFIC GENERAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM25.0m #Funds-
Adviser INTERTIDE PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund20.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV20.5m AUM971.4m #Funds2