BKS Advisors LLC

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Assets, Funds, Holdings

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BKS Advisors LLC
CRD #109065
SEC #801-60022
CIK #0001634865
AUM
Employees 6 (100% Investors, 0% Brokers)
Phone248-358-6500
Address28411 Northwestern Hwy
Southfield, MI 48034
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
4003202401608001999200620132021
CIK Period
0001634865
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold ($MM) AUM ($MM)
VC Millennium Technology Ventures LP 2012-03-30 8.0
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 374 119.5
(b) Individuals (high net worth individuals) 54 181.2
(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 13 0.0
Total 1,052 300.7
By Discretionary
Discretionary 1,052 300.7
Non-Discretionary 0 0.0
Total 1,052 300.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 300.7
Total 1,052 300.7
EDGAR Form CIK 2011 - 2023
13F-HR [0001634865]
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