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Futura Asset Advisors LLC
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CRD # | 136285 |
SEC # | 801-106591 |
CIK # | |
AUM | $310.7 MM (2024-03-20) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 305-774-9906 |
Address | 2121 Ponce de Leon Blvd Coral Gables, FL 33134 |
Source | [IAPD] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Carmel ETP Series 464 Notes DUE 2041 | 2022-03-22 | 9.5 | |
Other | Galil ETP Series 463 Notes DUE 2041 | 2022-03-22 | 10.3 | |
Other | Massada ETP Series 462 Notes DUE 2041 | 2022-03-22 | 9.3 | |
Other | Migdal ETP Series 461 Notes DUE 2041 | 2022-03-22 | 13.6 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 19 | 194.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 3 | 33.5 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 2 | 29.1 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 13 | 54.2 |
(n) Other | 0 | 0.0 |
Total | 37 | 310.7 |
By Discretionary | ||
Discretionary | 36 | 305.3 |
Non-Discretionary | 1 | 5.5 |
Total | 37 | 310.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 310.7 | |
Total | 37 | 310.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
ADE LLC
✚
|
MD | 0.3 |
Jackson Financial Services LLC
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|
SC | 0.3 |
Integrity Wealth Advisors LLC
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|
CA | 0.3 |
Lifepro Asset Management LLC
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|
CA | 0.3 |
Square Advisors LLC
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|
0.3 | |
Bernzott Capital Advisors
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|
CA | 0.3 |
S&A Financial Services Inc
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|
KS | 0.3 |
Fullcircle Wealth LLC
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|
TX | 0.3 |
Joseph P Lucia & Associates LLC
✚
|
NY | 0.3 |
Turning Point Benefit Group Inc
✚
|
MD | 0.3 |