|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Commonwealth Credit Advisors LLC
✚
|
|
|---|---|
| CRD # | 312541 |
| SEC # | 801-120445 |
| CIK # | |
| AUM | $1.9 B (2025-03-28) |
| Employees | 136 (74% Investors, 0% Brokers) |
| Phone | 561-727-2000 |
| Address | 360 S Rosemary West Palm Beach, FL 33401-6351 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| SA | Comvest Structured Note Issuer I LLC | 2023-03-01 | 1,019.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 1 | 844.6 |
| (f) Pooled investment vehicles | 1 | 1,019.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 1,864.0 |
| By Discretionary | ||
| Discretionary | 2 | 1,864.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 1,864.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,864.0 | |
| Total | 2 | 1,864.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GE Vernova Investment Advisers LLC
✚
|
CT | 1.9 |
|
Kensington Asset Management LLC
✚
|
TX | 1.9 |
|
CION Investment Management LLC
✚
|
NY | 1.9 |
|
Phoenix Asset Management Partners Limited
✚
|
1.9 | |
|
Samsara Biocapital LLC
✚
|
1.9 | |
|
LPC Realty Advisors I LLC
✚
|
IL | 1.9 |
|
Ashmore Investment Advisors Limited
✚
|
1.9 | |
|
Crescent Cap Advisors LLC
✚
|
CA | 1.9 |
|
Motley Fool Asset Management LLC
✚
|
VA | 1.8 |
|
Freedom Funds Management Co
✚
|
CO | 1.8 |