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ForUsAll Advisors LLC
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CRD # | 167241 |
SEC # | 801-77865 |
CIK # | |
AUM | $1.5 BB (2024-03-27) |
Employees | 13 (62% Investors, 0% Brokers) |
Phone | 844-401-2253 |
Address | 6520 Telegraph Ave Oakland, CA 94609 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 34,953 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 507 | 1,509.4 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 35,460 | 1,509.4 |
By Discretionary | ||
Discretionary | 501 | 1,493.2 |
Non-Discretionary | 34,959 | 16.2 |
Total | 35,460 | 1,509.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,509.4 | |
Total | 35,460 | 1,509.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
WinShore Capital Partners LP
✚
|
NY | 1.6 |
Holbrook Holdings Inc
✚
|
GA | 1.5 |
Virtus ETF Advisers LLC
✚
|
NY | 1.5 |
Bluestem Asset Management LLC
✚
|
VA | 1.5 |
HAUN Ventures Management LP
✚
|
CA | 1.5 |
Kestra Investment Management LLC
✚
|
TX | 1.5 |
AGTB Fund Manager LLC
✚
|
NY | 1.5 |
Arthur Ventures Management 2 LLC
✚
|
MN | 1.5 |
Caius Capital US LP
✚
|
NY | 1.5 |
Nebrodi Partners LLC
✚
|
CT | 1.5 |