AL Stuart Investments LLC
- Assets, Funds, Holdings
| AL Stuart Investments LLC
|
| CRD # | 158974 |
| SEC # | 801-72813 |
| CIK # | |
| AUM |
|
| Employees |
8 (38% Investors, 0% Brokers)
|
| Fees | |
| Minimum |
|
| Phone | 203-969-1140 |
| Address | 1 Dock Street
Stamford, CT 06902 |
| Source |
[IAPD]
[Website]
|
|
Total AUM ($M)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| Other |
Stuart Family Fund LLC |
[2012-02-17]
|
2.7 M |
40.2 M |
|
Filed 2012-03-09 (D/A) · Exemption 506, 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
0.4 |
| (b) Individuals (high net worth individuals) |
17
|
28.6 |
| (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 |
2 |
52.0 |
| (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 |
10.9 |
| (n) Other |
0 |
0.0 |
| Total |
57 |
91.9 |
| By Discretionary |
| Discretionary |
37 |
75.7 |
| Non-Discretionary |
20 |
16.1 |
| Total |
57 |
91.9 |
| By Non-United States Persons |
| Non-United States Persons |
|
1.1 |
| United States Persons |
|
90.7 |
| Total |
57 |
91.9 |
| Form D Directors |
Role |
# Filings |
# Firms |
2011 - 2026 |
| Alan Stuart |
Director |
1 |
1 |
|
| Firm Profile (Form ADV) |
| Serves | Institutional, Retail |
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