Adviser Profile

As of Date 04/22/2023
Registration status Registration Changed to PRECIDIAN FUNDS LLC
ADV Location NEWTOWN, PA, United States
Contact Info 215 xxxxxxx
Websites
AUM* 10 -100%
of that, discretionary 0
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3M 3M 2M 2M 1M 857K 429K
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees