03/22/2024
- Large advisory firm
10 25.00%
7 16.67%
SEC, Approved, 4/23/2021
Other registrations (1)Fund Type | Count | GAV |
---|---|---|
Other Private Fund | 5 | $299,244,582 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|
RIVO ALTO CAPITAL FUNDING LLC | - | - | - | - | - | - | 11.5m | 11.5m | 660.3m | 1 | |
UNION SQUARE GLOBAL WEALTH MANAGEMENT | - | - | - | - | - | - | 236.8m | 236.8m | 354.7m | 2 | |
PIPER SANDLER ADVISORS LLC | - | - | - | - | - | - | 364.6m | 364.6m | 364.6m | 2 | |
HAVERFORD FINANCIAL SERVICES, INC. | - | - | - | - | - | - | - | - | 346.9m | - | |
WEMBLEY STRATEGIC ADVISORY LLC | - | - | - | - | - | - | 6.6m | 6.6m | 660.0m | 4 | |
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES | - | - | - | - | - | - | 235.6m | 235.6m | 422.9m | 2 | |
BELL ASSET MANAGEMENT USA INC | - | - | - | - | - | - | 383.3m | 383.3m | 421.9m | 2 | |
FCA CORP | - | - | - | - | - | - | 52.4m | 52.4m | 465.4m | 1 | |
PIEDMONT CAPITAL MANAGEMENT, LLC | - | - | - | - | - | - | 109.3m | 109.3m | 371.3m | 1 | |
COLLAB+CURRENCY MANAGEMENT, LLC | - | - | - | - | - | - | 462.9m | 462.9m | 485.3m | 3 |