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| Commonwealth Credit Advisors LLC
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| |
|---|---|
| CRD # | 312541 |
| SEC # | 801-120445 |
| CIK # | |
| AUM | $1.3 BB (2024-03-29) |
| Employees | 111 (72% Investors, 1% Brokers) |
| Phone | 561-727-2000 |
| Address | 360 S Rosemary West Palm Beach, FL 33401-6351 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| SA | Comvest Structured Note Issuer I LLC | 2023-03-01 | 508.0 |
| 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 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 1 | 707.3 |
| (f) Pooled investment vehicles | 2 | 561.5 |
| (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 | 3 | 1,268.7 |
| By Discretionary | ||
| Discretionary | 3 | 1,268.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 1,268.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,268.7 | |
| Total | 3 | 1,268.7 |
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|---|---|---|
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1.3 | |
|
Equitable Investment Management LLC
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|
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RCM GA Manager LLC
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NY | 1.2 |
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Motley Fool Asset Management LLC
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VA | 1.2 |
|
North Wall Capital LLP
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|
1.2 | |
|
Broadshore Capital Partners LLC
✚
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CA | 1.2 |