|
⚲
|
| Alan W Weber
✚
| |
|---|---|
| CRD # | 163137 |
| SEC # | 801-110800 |
| CIK # | |
| AUM | $575.0 MM (2024-03-22) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 914-273-4709 |
| Address | 5 Evan Place Armonk, NY 10504 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | JB Capital Partners LP | [2012-03-27] | 23.5 | 575.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 575.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 575.0 |
| By Discretionary | ||
| Discretionary | 1 | 575.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 575.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 575.0 | |
| Total | 1 | 575.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Alan Weber | 6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pilgrim Global Advisors LLC
✚
|
NV | 0.6 |
|
Kinney Asset Management LLC
✚
|
IL | 0.6 |
|
APIS Capital Advisors LLC
✚
|
NY | 0.6 |
|
Boone Capital Management LLC
✚
|
GA | 0.6 |
|
Pier 88 Investment Partners LLC
✚
|
CA | 0.6 |
|
Camshaft Capital Advisors LLC
✚
|
FL | 0.6 |
|
Value Holdings Management Co LLC
✚
|
NY | 0.6 |
|
Beryl Capital Management LLC
✚
|
CA | 0.6 |
|
Jones Road Capital Management LP
✚
|
NY | 0.6 |
|
Ikarian Capital LLC
✚
|
TX | 0.6 |