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Build Asset Management LLC
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CRD # | 298354 |
SEC # | 801-122911 |
CIK # | |
AUM | $44.2 M (2025-04-18) |
Employees | 6 (50% Investors, 0% Brokers) |
Phone | 833-852-8453 |
Address | 3608 West Truman Blvd Jefferson City, MO 65109 |
Source | [IAPD] [Website] [Facebook] |
Total AUM ($M) |
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Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
---|---|---|---|---|
Other | Build Secured Income Fund I | [2023-12-12] | 27.8 | 28.3 |
AUM Breakdown | Accounts | AUM ($M) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 4.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 6.8 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 28.1 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 5.2 |
Total | 13 | 44.2 |
By Discretionary | ||
Discretionary | 13 | 44.2 |
Non-Discretionary | 0 | 0.0 |
Total | 13 | 44.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 44.2 | |
Total | 13 | 44.2 |
Form D Directors | # Filings | # Firms | 2011 - 2025 |
---|---|---|---|
John Ruth | 3 | ||
Matthew Dines | 1 | ||
Build Asset Management LLC | 1 | ||
Build Secured Income Fund I GP LLC | 1 |
Comparable Firms | State | AUM ($B) |
---|---|---|
Romen Capital Management LLC
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|
0.0 | |
Barzideh & Nadeau Wealth Management LLC
✚
|
IL | 0.0 |
KPC Terrapin Group LLC
✚
|
NY | 0.0 |
Tanaka Capital Management Inc
✚
|
NY | 0.0 |
Valoir Wealth LLC
✚
|
0.0 | |
Double DUTY Money Management LLC
✚
|
NY | 0.0 |
Lighthouse Swiss Wealth Advisors AG
✚
|
0.0 | |
Blue Heron Infrastructure Inc
✚
|
0.0 | |
Carosa Stanton Asset Management LLC
✚
|
NY | 0.0 |
Emstone Advisers LLC
✚
|
PA | 0.0 |