|
⚲
|
| Cystein Management LLC
✚
| |
|---|---|
| CRD # | 290365 |
| SEC # | 801-112087 |
| CIK # | |
| AUM | $4.7 MM (2024-03-27) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 210-888-0986 |
| Address | Albert Einstein 89 Mexico City, Mexico |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 1.9 |
| (b) Individuals (high net worth individuals) | 7 | 2.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 4.7 |
| By Discretionary | ||
| Discretionary | 27 | 4.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 27 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.2 | |
| United States Persons | 0.5 | |
| Total | 27 | 4.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
FBL Wealth Management LLC
✚
|
IA | 0.0 |
|
Tradingvalley Inc
✚
|
0.0 | |
|
Mandeville Private Client USA Inc
✚
|
0.0 | |
|
Connected Financial Planning LLC
✚
|
0.0 | |
|
Christmas Corporation
✚
|
0.0 | |
|
Herrington Financial Services Inc
✚
|
GA | 0.0 |
|
Procapita Partners LLC
✚
|
NY | 0.0 |
|
El Castillo Investments LLC
✚
|
FL | 0.0 |
|
Spike Invest
✚
|
VA | 0.0 |
|
21st Century Advisors Inc
✚
|
FL | 0.0 |