Fireside Capital Advisors Inc

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Assets, Funds, Holdings

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Fireside Capital Advisors Inc
CRD #175021
SEC #801-107581
CIK #
AUM $262.3 MM (2024-03-22)
Employees 3 (67% Investors, 0% Brokers)
Phone469-357-6370
Address14785 Preston Road
Dallas, TX 75254
Source [IAPD] [Website]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 99 26.4
(b) Individuals (high net worth individuals) 44 149.9
(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 0.0
(h) Charitable organizations 0 86.0
(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 373 262.3
By Discretionary
Discretionary 262 164.9
Non-Discretionary 111 97.5
Total 373 262.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 262.3
Total 373 262.3
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