|
⚲
|
| Albion Management Group
✚
|
|
|---|---|
| CRD # | 105957 |
| SEC # | 801-18270 |
| CIK # | |
| AUM | $1.4 BB (2023-03-30) |
| Employees | 32 (22% Investors, 0% Brokers) |
| Phone | 801-487-3700 |
| Address | 812 East 2100 South Salt Lake City, UT 84106 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Albion Fund III LP | [2014-03-26] | 2.3 | 3.7 |
| Other | Albion Fund II LP | [2012-03-30] | 9.0 | 8.0 |
| Other | Albion Fund I LP | [2012-03-30] | 4.0 | 1.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 583 | 368.8 |
| (b) Individuals (high net worth individuals) | 180 | 967.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 12.9 |
| (g) Pension and profit sharing plans | 9 | 30.2 |
| (h) Charitable organizations | 11 | 29.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,285 | 1,409.1 |
| By Discretionary | ||
| Discretionary | 1,939 | 1,300.6 |
| Non-Discretionary | 346 | 108.5 |
| Total | 2,285 | 1,409.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,409.1 | |
| Total | 2,285 | 1,409.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| John Bird | 8 | ||
| Douglas Wells | 3 | ||
| Doug Wells | 2 | ||
| W Levitt | 2 | ||
| Toby Levitt | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SYON Capital LLC
✚
|
CA | 1.4 |
|
Human Investing LLC
✚
|
OR | 1.4 |
|
Ausdal Financial Partners Inc
✚
|
IA | 1.4 |
|
Golden State Wealth Management LLC
✚
|
CA | 1.4 |
|
Patriot Investment Management Group Inc
✚
|
TN | 1.4 |
|
Ensemble Capital Management LLC
✚
|
CA | 1.4 |
|
Ranger Investment Management LP
✚
|
TX | 1.4 |
|
Relyea Zuckerberg Hanson LLC
✚
|
CT | 1.4 |
|
Lion Street Advisors LLC
✚
|
TX | 1.4 |
|
CFM Advisors Inc
✚
|
NY | 1.4 |