Build Asset Management LLC

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Assets, Funds, Holdings

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Build Asset Management LLC
CRD #298354
SEC #801-122911
CIK #
AUM $109.5 MM (2024-03-29)
Employees 6 (50% Investors, 0% Brokers)
Phone833-852-8453
Address3608 West Truman Blvd
Jefferson City, MO 65109
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
1209672482402009201420192025
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)
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ME 0.1
LD Lowe Wealth Advisory Inc
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Davis Financial Management Inc
KS 0.1
PMG Family Office LLC
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Kurtin Financial Advisers LLC
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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
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