Advocate Investment Advisors LLC

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Assets, Funds, Holdings

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Advocate Investment Advisors LLC
CRD #118616
SEC #801-61001
CIK #
AUM
Employees
Phone312-951-1054
Address1325 North Astor Street
Chicago, IL 60610
Source [IAPD] [Website]
Total AUM ($M)
1108866442202001200820162024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Advocate EVO Partners LP [2012-06-18] 10.0 0.0
HF Advocate Partners LP [2012-02-09] 6.0 6.0
AUM Breakdown Accounts AUM ($M)
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 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 0.0
Total 5 60.0
By Discretionary
Discretionary 5 60.0
Non-Discretionary 0 0.0
Total 5 60.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 60.0
Total 5 60.0
Form D Directors # Filings # Firms 2011 - 2025
Matt Thompson 17
Jo Ann Seagren 2
Mike Kimbarovsky 2
Mike Thompson 2
David Kudish 1
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