|
⚲
|
| Corps Capital Advisors LLC
✚
| |
|---|---|
| CRD # | 304643 |
| SEC # | 801-116949 |
| CIK # | |
| AUM | $174.9 MM (2024-03-21) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 214-452-2300 |
| Address | 1900 W Kirkwood Blvd Southlake, TX 76092 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Corps Capital Diversified Income Fund LLC | 2024-03-21 | 10.8 | |
| RE | Corps Capital Income Fund I LLC | 2020-02-13 | 10.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 19 | 174.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 174.9 |
| By Discretionary | ||
| Discretionary | 19 | 135.3 |
| Non-Discretionary | 8 | 39.7 |
| Total | 27 | 174.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.9 | |
| Total | 27 | 174.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SWBC Investment Company
✚
|
TX | 0.3 |
|
ACP Capital Management LLC
✚
|
FL | 0.2 |
|
Pactolus Private Wealth Management LLC
✚
|
VA | 0.2 |
|
Cain Capital LLC
✚
|
TX | 0.1 |
|
Alpha Fiduciary Inc
✚
|
AZ | 0.1 |
|
Matrix Planning Inc
✚
|
CA | 0.1 |
|
Optimal Capital Advisors LLC
✚
|
MI | 0.1 |
|
Hudson Valley Wealth Management Inc
✚
|
NY | 0.1 |
|
Birnam Wood Capital LLC
✚
|
TX | 0.1 |
|
Leavitt Financial Consultants Inc
✚
|
IL | 0.0 |