Formidable Asset Management LLC
- Assets, Funds, Holdings
| Formidable Asset Management LLC
|
| CRD # | 167555 |
| SEC # | 801-77975 |
| CIK # | 0001592613 |
| AUM |
903.0 M (2026-03-31)
|
| Employees |
21 (67% Investors, 0% Brokers)
|
| Phone | 513-655-5566 |
| Address | 221 E 4th Street
Cincinnati, OH 45202 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn] [Facebook]
|
|
Total AUM ($M)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| HF |
The Formidable Fund LP |
[2014-10-22]
|
4.5 M |
1.8 M |
|
Filed 2018-05-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
674
|
230.4 |
| (b) Individuals (high net worth individuals) |
203
|
626.1 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
2
|
39.8 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
1 |
1.8 |
| (g) Pension and profit sharing plans |
5 |
1.0 |
| (h) Charitable organizations |
5 |
1.8 |
| (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 |
10 |
2.1 |
| (n) Other |
0 |
0.0 |
| Total |
2,196 |
903.0 |
| By Discretionary |
| Discretionary |
2,187 |
902.3 |
| Non-Discretionary |
9 |
0.7 |
| Total |
2,196 |
903.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
903.0 |
| Total |
2,196 |
903.0 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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