Designer Technologies Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Designer Technologies Inc
CRD #281879
SEC #801-107518
CIK #0002022865
AUM 89.2 M (2026-03-27)
Employees 36 (36% Investors, 0% Brokers)
Fees
Minimum
Phone877-777-0703
Address
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($M)
1008060402002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 601 74.4
(b) Individuals (high net worth individuals) 10 14.8
(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 1,019 89.2
By Discretionary
Discretionary 1,019 89.2
Non-Discretionary 0 0.0
Total 1,019 89.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 89.2
Total 1,019 89.2
EDGAR Form CIK 2011 - 2026
D [0002022865]
Firm Profile (Form ADV)
Clients23,000
ServesRetail, Research
LEI59394223
Comparable Firms State AUM
E & R Wealth Management LLC
SC 104.8 M
XENA Financial Planning LLC
OR 104.5 M
Invictus Timing Service Ltd
NY 103.0 M
Bespoke Investment Group LLC
NY 101.3 M
Brave Eagle Wealth Management LLC
NY 101.0 M
Financial Action Inc
CO 100.3 M
Shankland Financial Advisors LLC
88.2 M
Colucci Wealth Management LLC
NY 80.8 M
Mollot & Hardy Inc
NY 80.6 M
EKO Investments Inc
74.9 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com