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| Happy Holidays!! thanks for using AUM13F!! |
| Figure Investment Advisors LLC
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| CRD # | 158307 |
| SEC # | 801-72508 |
| CIK # | |
| AUM | $135.7 M (2025-06-05) |
| Employees | 7 (29% Investors, 57% Brokers) |
| Phone | 628-236-5851 |
| Address | 650 California Street San Francisco, CA 94108 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| SA | Figure Markets Offshore Opportunity Fund LP | 2025-03-25 | 9.6 | |
| LF | Figure Markets Real World Asset Fund LP | 2025-03-25 | 0.0 | |
| SA | Figure Markets Sol Opportunity Fund LP | [2025-03-25] | 0.0 | 65.0 |
| RE | Figure REIT Inc | [2025-03-25] | 7.5 | 61.1 |
| Other | Figure Heloc Access Fund LLC | [2024-03-29] | 8.0 | 8.1 |
| HF | Figure World Equity Fund LP | [2021-03-31] | 0.0 | 0.0 |
| HF | BWII LP | 2012-02-16 | 80.4 | |
| HF | Cabezon Quant Market Neutral Fund LP | [2012-02-16] | 8.8 | 10.9 |
| 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 | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 135.7 |
| (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 | 5 | 135.7 |
| By Discretionary | ||
| Discretionary | 5 | 135.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 135.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.6 | |
| United States Persons | 126.1 | |
| Total | 5 | 135.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| William White | 139 | |||
| Michael Cagney | 46 | |||
| Kenneth Chan | 15 | |||
| Michael Abbate | 8 | |||
| Mike Cagney | 5 | |||
| Todd Stevens | 6 | |||
| Cabezon Investment Group | 4 | |||
| Figure Investment Advisors LLC | 3 | |||
| Cabezon Investment Group LLC | 2 | |||
| FAM GP 1 LLC | 2 | |||
| View All | ||||
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Figure Investment Advisors LLC
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