Adviser Profile
| As of Date | 04/01/2023 |
| Registration status | Registration Changed to THE WICKS GROUP OF COMPANIES III, LLC |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 177,731,782 -58% |
| of that, discretionary | 177,731,782 -58% |
| Number of Employees | -100% |
| of those in investment advisory functions | -100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 44,432,946 -58% |
| SMA’s | No |
| Private Funds | 0 4 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
963M
826M
688M
551M
413M
275M
138M
2015
2016
2017
2018
2019
2020
2021
2022