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Build Asset Management LLC
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CRD # | 298354 |
SEC # | 801-122911 |
CIK # | |
AUM | $109.5 MM (2024-03-29) |
Employees | 6 (50% Investors, 0% Brokers) |
Phone | 833-852-8453 |
Address | 3608 West Truman Blvd Jefferson City, MO 65109 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Build Secured Income Fund I | [2023-12-12] | 15.3 | 17.6 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 4.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 17.2 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 18.3 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 65.1 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 4.8 |
Total | 8 | 109.5 |
By Discretionary | ||
Discretionary | 8 | 109.5 |
Non-Discretionary | 0 | 0.0 |
Total | 8 | 109.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 109.5 | |
Total | 8 | 109.5 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
John Ruth | 3 | ||
Build Asset Management LLC | 1 | ||
Matthew Dines | 1 | ||
Build Secured Income Fund I GP LLC | 1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Maiden Cove Capital LLC
✚
|
ME | 0.1 |
LD Lowe Wealth Advisory Inc
✚
|
TX | 0.1 |
Davis Financial Management Inc
✚
|
KS | 0.1 |
PMG Family Office LLC
✚
|
TX | 0.1 |
Kurtin Financial Advisers LLC
✚
|
TX | 0.1 |
Boyd Financial Strategies Inc
✚
|
MA | 0.1 |
Counsel Fiduciary LLC
✚
|
NY | 0.1 |
Media Wealth LLC
✚
|
CA | 0.1 |
Driven Investments LLC
✚
|
UT | 0.1 |
Calamita Wealth Management Inc
✚
|
NC | 0.1 |