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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| ForUsAll Advisors LLC
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|---|---|
| CRD # | 167241 |
| SEC # | 801-77865 |
| CIK # | |
| AUM | $1.3 B (2025-03-28) |
| Employees | 16 (38% Investors, 0% Brokers) |
| Phone | 844-401-2253 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46,323 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 411 | 1,337.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 46,824 | 1,337.9 |
| By Discretionary | ||
| Discretionary | 496 | 1,325.5 |
| Non-Discretionary | 46,328 | 12.4 |
| Total | 46,824 | 1,337.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,337.9 | |
| Total | 46,824 | 1,337.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Palmer Square BDC Advisor LLC
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|
KS | 1.4 |
|
Pence Capital Management LLC
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|
CA | 1.4 |
|
Enhanced PK Services LLC
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|
PR | 1.3 |
|
AlpInvest Private Equity Investment Management LLC
✚
|
NY | 1.3 |
|
TVL Management Corporation
✚
|
1.3 | |
|
Composition Capital LP
✚
|
CA | 1.3 |
|
Velocity Capital Advisors LLC
✚
|
NY | 1.3 |
|
Dock Street Capital Management LLC
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|
CT | 1.3 |
|
Wealthfront Strategies LLC
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|
CA | 1.3 |
|
Brightspire Capital Advisors LLC
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|
NY | 1.3 |