|
⚲
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| ForUsAll Advisors LLC
✚
|
|
|---|---|
| CRD # | 167241 |
| SEC # | 801-77865 |
| CIK # | |
| AUM | $1.6 BB (2023-03-30) |
| Employees | 16 (75% Investors, 0% Brokers) |
| Phone | 844-401-2253 |
| Address | 233 Bay View Dr San Carlos, CA 94070 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59,442 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 523 | 1,554.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 59,965 | 1,554.2 |
| By Discretionary | ||
| Discretionary | 518 | 1,526.6 |
| Non-Discretionary | 59,447 | 27.7 |
| Total | 59,965 | 1,554.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,554.2 | |
| Total | 59,965 | 1,554.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Four US Inc
✚
|
NY | 1.6 |
|
Integral ILS Ltd
✚
|
1.6 | |
|
New Mountain Credit CLO Advisers LLC
✚
|
NY | 1.6 |
|
Accolade Investment Advisory LLC
✚
|
OH | 1.6 |
|
Ivy Investment Management Company
✚
|
KS | 1.6 |
|
AXS Investments LLC
✚
|
NY | 1.6 |
|
MH Advisory Services LLC
✚
|
CA | 1.5 |
|
Cipher Capital LP
✚
|
NY | 1.5 |
|
Healthquest Capital Management LP
✚
|
TX | 1.5 |
|
Clearbridge Investments North America PTY Limited
✚
|
1.5 |