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| Financial & Investment Management Group Ltd
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| CRD # | 109811 |
| SEC # | 801-33001 |
| CIK # | 0001633071, 0001051042, 0001142031, 0001728896, 0002157624, 0001907494, 0001428242, 0001425157, 0001704609, 0002062515 |
| AUM | |
| Employees | |
| Fees | |
| Minimum | |
| Phone | 231-929-4500 |
| Address | 111 Cass Street Traverse City, MI 49684 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Third Point Reinsurance Ltd | 0.1 | ||
| Americold Realty Trust | 0.1 | ||
| Valero Energy Corp/Tx | 0.1 | ||
| Darling International Inc | 0.1 | ||
| Verizon Communications Inc | 0.1 | ||
| Sonoco Products Co | 0.0 | ||
| Goldman Sachs BDC Inc | 0.0 | ||
| California Resources Corp | 0.0 | ||
| Owl Rock Capital Corp | 0.0 | ||
| Seaboard Corp /DE/ | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($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 | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001051042] | |
| SC 13G | [0001051042] | |
| 13F-HR | [0001142031] | |
| SC 13G | [0001142031] | |
| 13F-NT | [0001425157] | |
| 13F-HR | [0001428242] | |
| 13F-NT | [0001633071] | |
| D | [0001704609] | |
| 3 | [0001728896] | |
| SC 13G | [0001907494] | |
| D | [0002062515] | |
| D | [0002157624] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Liberty Energy Inc | |
| Concentric Equity Partners II LP - Liberty Series | |
| CEP-FIC GP LP | |
| Financial Investments Corp |