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Character Based Investing LLC
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CRD # | 317275 |
SEC # | 801-123336 |
CIK # | |
AUM | $6.5 MM (2023-03-22) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 630-877-2898 |
Address | 930 Sierra Vista Drive Redding, CA 96001 |
Source | [IAPD] [Website] [Facebook] [Instagram] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 6.5 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1 | 6.5 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 1 | 6.5 |
Total | 1 | 6.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 6.5 | |
Total | 1 | 6.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
SOFI Capital Advisors LLC
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CA | 0.0 |
Ryan Heritage LLP
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|
NJ | 0.0 |
Trustee Empowerment & Protection Inc
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|
MI | 0.0 |
Wrona Investment Management LLC
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|
NC | 0.0 |
Axcent Private Capital LLC
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|
CO | 0.0 |
Emerald Research Corporation
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|
NJ | 0.0 |
Navigate Private Fund Advisors LLC
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|
AL | 0.0 |
Relative Sentiment Technologies LLC
✚
|
PR | 0.0 |
Concreit Fund Management LLC
✚
|
WA | 0.0 |
Catalyst International Advisors LLC
✚
|
PR | 0.0 |