Algonquin Advisors LLC

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Algonquin Advisors LLC ✚
CRD #	114021
SEC #	801-60462
CIK #
AUM
Employees	7 (71% Investors, 0% Brokers)
Phone	203-629-2114
Address	One Greenwich Office Park North Greenwich, CT 06831
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($MM) Copy

Type	Form D Funds	Date	Sold ($MM)	AUM ($MM)
Other	Algonquin Credit Opportunity Fund I LP	[2012-03-29]	2.3	32.2
HF	The Algonquin Fund LP	2012-03-29		24.5
HF	The Algonquin Fund Ltd	[2012-03-29]	10.1	9.8

AUM Breakdown	Accounts	AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals)	0	1.8
(b) Individuals (high net worth individuals)	13	107.5
(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	6	100.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	23.1
(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	23	232.4
By Discretionary
Discretionary	21	193.6
Non-Discretionary	2	38.9
Total	23	232.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		232.4
Total	23	232.4

Form D Directors	# Filings	# Firms	2011 - 2024
Scott Dakers	141
Evan Burtton	83
Padraig Hoare	19
George Hubbard	9

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Algonquin Advisors LLC

Assets, Funds, Holdings