AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.0 |
Non-Discretionary | $16.8 |
Total | $16.9 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.0 |
Institutional | $16.8 |
Total | $16.9 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $16.8 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $16.8 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 100% | $16.8 |
Total | 100% | $16.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
LIMEKILN REAL ESTATE DCH, LLC | $0.0 | - | |
LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT GP, LLC | $0.0 | - | |
LIMEKILN REAL ESTATE FM I, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $16.9 | $0.0 | 0% | 32 | 0 | 0% |
2025-04-21 | $16.9 | $0.0 | 0% | 32 | 0 | 0% |
2024-04-02 | $14.7 | $2.1 | 14% | 28 | 4 | 14% |
2023-04-04 | $13.9 | $3.0 | 21% | 32 | 0 | 0% |
2022-04-01 | $7.3 | $9.5 | 129% | 23 | 9 | 39% |
2021-04-05 | $0.9 | $15.9 | 1728% | 14 | 18 | 129% |
2020-04-01 | $0.7 | $16.2 | 2474% | 12 | 20 | 167% |
2019-04-01 | $0.3 | $16.6 | 6644% | 5 | 27 | 540% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, NY-02/06/2019 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (SMB) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV