Criterion Capital Advisors LLC
- Assets, Funds, Holdings
| Message |
|
Happy Holidays!! thanks for using AUM13F!!
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| Criterion Capital Advisors LLC
|
| CRD # | 295954 |
| SEC # | 801-113152 |
| CIK # | 0001765884 |
| AUM |
|
| Employees |
6 (67% Investors, 17% Brokers)
|
| Phone | 615-292-6889 |
| Address | 4515 Harding Pike
Nashville, TN 37205 |
| Source |
[IAPD]
[EDGAR]
[Website] [Facebook]
|
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Total AUM ($M)
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|
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| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
255
|
125.7 |
| (b) Individuals (high net worth individuals) |
97
|
315.9 |
| (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 |
4.0 |
| (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 |
15.0 |
| (n) Other |
0 |
0.0 |
| Total |
1,045 |
460.6 |
| By Discretionary |
| Discretionary |
1,045 |
460.6 |
| Non-Discretionary |
0 |
0.0 |
| Total |
1,045 |
460.6 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
460.6 |
| Total |
1,045 |
460.6 |
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