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| Advanced Research Investment Solutions LLC
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|---|---|
| CRD # | 169582 |
| SEC # | 801-78934 |
| CIK # | 0001802867 |
| AUM | $12.9 BB (2024-03-28) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 424-372-1775 |
| Address | 10635 Santa Monica Boulevard Los Angeles, CA 90025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Advanced Research Alpha Fund LP | [2015-09-01] | 401.4 | 352.7 |
| Other | Advanced Research Alpha Fund Ltd | [2015-09-01] | 226.6 | 208.2 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 11.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 1.0 |
| Total | 139 | 12.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 139 | 12.9 |
| Total | 139 | 12.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.9 | |
| Total | 139 | 12.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Evoke Wealth LLC | 22 | ||
| Evoke GP LLC | 21 | ||
| Alex Shahidi | 19 | ||
| Damien Bisserier | 4 | ||
| Advanced Research Investment Solutions LLC | 2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802867] |
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|---|---|---|
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CSOP Asset Management Limited
✚
|
13.7 | |
|
Integrated Wealth Concepts LLC
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MA | 13.5 |
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Mycio Wealth Partners LLC
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Westwood Global Investments LLC
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Mason Investment Advisory Services Inc
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Glenmede Investment Management LP
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Morningstar Investment Services LLC
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