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Blank Equity Management LLC
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CRD # | 153570 |
SEC # | 801-79355 |
CIK # | |
AUM | $79.2 MM (2023-02-15) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 516-439-5525 |
Address | 131 Soundview Drive Port Washington, NY 11050 |
Source | [IAPD] [Website] [Facebook] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Blank Equity Mercury Fund LLC | 2014-03-07 | 1.3 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 127 | 27.8 |
(b) Individuals (high net worth individuals) | 36 | 47.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 6 | 3.4 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 330 | 79.2 |
By Discretionary | ||
Discretionary | 330 | 79.2 |
Non-Discretionary | 0 | 0.0 |
Total | 330 | 79.2 |
By Non-United States Persons | ||
Non-United States Persons | 4.4 | |
United States Persons | 74.7 | |
Total | 330 | 79.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
American Asset Management Inc
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|
FL | 0.1 |
Essex Ridge Capital Group LLC
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|
MO | 0.1 |
Grange Capital LLC
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OR | 0.1 |
Eliot Rose Wealth Management LLC
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|
RI | 0.1 |
Snow Financial Management LLC
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|
NY | 0.1 |
Oppenheimer Close LLC
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|
NY | 0.1 |
Richview Advisors LLC
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|
OH | 0.1 |
Meadowbrook Wealth Management LLC
✚
|
NY | 0.1 |
Geocapital LLC
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|
NY | 0.0 |
Invest in Vol LLC
✚
|
NY | 0.0 |