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| Advisor Logistics LLC
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|---|---|
| CRD # | 292784 |
| SEC # | 801-112585 |
| CIK # | |
| AUM | $3.2 BB (2024-08-05) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 210-346-8321 |
| Address | 1415 E Blanco Rd Boerne, TX 78006 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 14 | 3.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11,592 | 3.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 11,592 | 3.2 |
| Total | 11,592 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 11,592 | 3.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cinven Inc
✚
|
NY | 4.4 |
|
Key Group Holdings USA Inc
✚
|
TX | 4.3 |
|
SRB Corporation
✚
|
MA | 3.9 |
|
Wellspring Capital Advisors LLC
✚
|
IL | 3.7 |
|
Intermede Global Partners Inc
✚
|
CA | 3.2 |
|
Northcrest Asset Management LLC
✚
|
MN | 3.2 |
|
Adams Diversified Equity Fund Inc
✚
|
MD | 2.6 |
|
Infrabridge Investors US Limited
✚
|
FL | 1.8 |
|
AB Broadly Syndicated Loan Manager LLC
✚
|
TN | 1.7 |
|
Stratos Investment Management LLC
✚
|
OH | 1.5 |