Advantage Investment Management LLC
- Assets, Funds, Holdings
| Advantage Investment Management LLC
|
| CRD # | 146236 |
| SEC # | 801-69551 |
| CIK # | 0001518320, 0002009346, 0001697815, 0001849786 |
| AUM |
|
| Employees |
30 (93% Investors, 90% Brokers)
|
| Phone | 319-366-7300 |
| Address | 222 3rd Ave SE
Cedar Rapids, IA 52401 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
2,477
|
332.4 |
| (b) Individuals (high net worth individuals) |
28
|
39.8 |
| (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 |
7 |
10.7 |
| (h) Charitable organizations |
2 |
0.1 |
| (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 |
10 |
2.5 |
| (n) Other |
0 |
0.0 |
| Total |
2,524 |
385.6 |
| By Discretionary |
| Discretionary |
2,185 |
321.1 |
| Non-Discretionary |
339 |
64.4 |
| Total |
2,524 |
385.6 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
385.6 |
| Total |
2,524 |
385.6 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.2B |
| Clients | 50 |
| Serves | Institutional, Retail |
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