|
⚲
|
| 2nd VOTE Advisers LLC
✚
|
|
|---|---|
| CRD # | 309393 |
| SEC # | 801-119190 |
| CIK # | |
| AUM | $69.7 MM (2023-02-27) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 615-506-2144 |
| Address | 609 Cheshire Circle Franklin, TN 37069 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 44.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 20.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 5.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 69.7 |
| By Discretionary | ||
| Discretionary | 5 | 69.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 69.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 69.7 | |
| Total | 5 | 69.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
A Smarter Way to Invest Inc
✚
|
MI | 0.1 |
|
Hawks Point Capital Partners LLC
✚
|
NY | 0.1 |
|
Seeds Investor LLC
✚
|
NY | 0.1 |
|
Allfinancial Partners II LLC
✚
|
FL | 0.1 |
|
Castle Investment Management LLC
✚
|
VA | 0.1 |
|
Winthrop Square Capital LP
✚
|
MA | 0.1 |
|
Equalize Capital LLC
✚
|
PR | 0.1 |
|
Capital Gains Inc
✚
|
IL | 0.1 |
|
Beyond Investing LLC
✚
|
FL | 0.1 |
|
Nezu Asia Capital Management LLC
✚
|
NY | 0.1 |