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| Keyboard |
| Eastsound Capital Advisors LLC
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|
|---|---|
| CRD # | 160180 |
| SEC # | 801-129635 |
| CIK # | |
| AUM | 214.6 M (2026-06-10) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 360-317-4688 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 71.2 |
| (b) Individuals (high net worth individuals) | 49 | 130.9 |
| (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 | 1.7 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 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 | 10.3 |
| (n) Other | 0 | 0.0 |
| Total | 551 | 214.6 |
| By Discretionary | ||
| Discretionary | 551 | 214.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 551 | 214.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 64.8 | |
| United States Persons | 149.8 | |
| Total | 551 | 214.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 4 (27 non-US) |
| Serves | Institutional, Retail, Research |
| LEI | 549300C8ZJEOEFJT8F44 |
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|---|---|---|
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|
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|
Continuity Wealth Management Corp
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OR | 214.3 M |
|
IFS Advisors LLC
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KS | 213.8 M |
|
A4 Wealth Advisors LLC
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NC | 213.7 M |
|
Elite Income Advisors Inc
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MD | 213.4 M |