F500 Advisory Services Inc

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F500 Advisory Services Inc
CRD #107519
SEC #801-23368
CIK #
AUM
Employees 3 (67% Investors, 33% Brokers)
Phone959-892-0151
Address4100 Campus Dr, Ste 100
Newport Beach, CA 92660
Source [IAPD] [Website]
Total AUM ($M)
170136102683402001200920172025
Type Form D Funds Date Sold AUM
HF MNJ Multicap Strategy Fund LP [2012-03-30] 8.1 M 8.5 M
Filed 2014-04-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Perennial Protection Fund LLC [2012-03-30] 18.7 M
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 119 68.0
By Discretionary
Discretionary 117 66.2
Non-Discretionary 2 1.8
Total 119 68.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 68.0
Total 119 68.0
Form D Directors Role # Filings # Firms 2011 - 2026
Robert Hicks Executive Officer 6 2
F500 Advisory Services Inc Executive Officer 1 1
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients200 (1 non-US)
ServesInstitutional, Retail
Fund TypesHedge Fund
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