| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 05/09/2014 |
| ADV Location | KALAMAZOO, MI, United States |
| Contact Info | 269 xxxxxxx |
| Websites |
| AUM* | 346,435,000 22% |
| of that, discretionary | 346,435,000 22% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,331,106 27% |
| % High Net Worth | 97.14% -3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name UHY LLP | Filing Date03/31/2025 | Form ADV-E View Report |
| Accounting Firm Name UHY LLP | Filing Date04/30/2024 | Form ADV-E View Report |
| Accounting Firm Name UHY ADVISORS, INC. | Filing Date05/08/2023 | Form ADV-E View Report |
| 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 ATLAS CAPITAL ADVISORS INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.1b | #Funds- | |
| Adviser ADALTA CAPITAL MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund717.7k | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund500.0k | Other Fund- | Total Private Fund GAV1.7m | AUM305.5m | #Funds5 | |
| Adviser CORDANT WEALTH PARTNERS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM370.5m | #Funds- | |
| Adviser ISTO ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.1b | #Funds- | |
| Adviser ALPHA OMEGA 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- | AUM1.0b | #Funds- | |
| Adviser ALPINE PRIVATE WEALTH | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.5b | #Funds- | |
| Adviser MARBLE HARBOR INVESTMENT COUNSEL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund3.3m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV3.3m | AUM1.3b | #Funds2 | |
| Adviser ASCENSION ASSET MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM200.1m | #Funds- | |
| Adviser SVB WEALTH | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM3.1b | #Funds- | |
| Adviser TILLMAN HARTLEY LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM746.3m | #Funds- |