Figure Investment Advisors LLC

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Figure Investment Advisors LLC ✚
CRD #	158307
SEC #	801-72508
CIK #
AUM	442.2 M (2026-03-31)
Employees	5 (40% Investors, 60% Brokers)
Phone	628-236-5851
Address	650 California Street San Francisco, CA 94108
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
SA	Figure Markets Offshore Opportunity Fund LP	2025-03-25		9.6 M
LF	Figure Markets Real World Asset Fund LP	2025-03-25
SA	Figure Markets Sol Opportunity Fund LP	[2025-03-25]	0.0 M	65.0 M
	Filed 2025-05-29 (D/A) · Exemption 506(c) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE	Figure REIT Inc	[2025-03-25]	7.5 M	61.1 M
	Offered $25,000,000 · Filed 2022-11-15 (D) · Exemption 506(b) · Minimum $1,000 · Remaining $17,500,000 · Duration One year or less · Revenue Decline to Disclose
Other	Figure Heloc Access Fund LLC	[2024-03-29]	8.0 M	8.1 M
	Offered $50,000,000 · Filed 2024-03-28 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $42,000,000 · Duration One year or less · Net Assets Decline to Disclose
HF	Figure World Equity Fund LP	[2021-03-31]
	Filed 2019-06-10 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	BWII LP	2012-02-16		80.4 M
HF	Cabezon Quant Market Neutral Fund LP	[2012-02-16]	8.8 M	10.9 M
	Filed 2011-12-12 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose

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	327.4
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	4	114.8
(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	442.2
By Discretionary
Discretionary	5	442.2
Non-Discretionary	0	0.0
Total	5	442.2
By Non-United States Persons
Non-United States Persons		4.7
United States Persons		437.5
Total	5	442.2

Form D Directors	Role	# Filings	# Firms
William White	Executive Officer	175	7
Michael Cagney	Executive Officer	46	4
Kenneth Chan	Executive Officer	15	4
Michael Abbate	Director, Executive Officer	9	3
Mike Cagney	Executive Officer	5	3
Todd Stevens	Executive Officer	7	2
Cabezon Investment Group	Promoter	4	2
Figure Investment Advisors LLC	Executive Officer	3	2
Cabezon Investment Group LLC	Executive Officer	2	2
Fam GP 1 LLC	Executive Officer	2	2
Jason Rives	Executive Officer	1	1
Cabezon Quant	Promoter	1	1

Related Firms	State	AUM
Reflow Services LLC ✚	CA	521.4 M
Figure Investment Advisors LLC ✚	CA	442.2 M

Comparable Firms	State	AUM
Consilium Investment Management LLC ✚	FL	540.6 M
ABR Capital Partners LLC ✚	MD	487.2 M
EMET Capital Management LLC ✚	NY	481.8 M
NW1 Partners US LLC ✚		475.1 M
Pembrook Capital Management LLC ✚	NY	468.5 M
Collwick Funds GP LLC ✚	NC	439.6 M
Sag Harbor Capital Management LLC ✚	NY	427.2 M
Lucerne Capital Management LP ✚	CT	364.6 M
Galaxy Investment Management LLC ✚	NY	323.8 M
Commonwealth Asset Management LP ✚	CA	295.7 M

Assets, Funds, Holdings