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| HedgeCoVest LLC
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|---|---|
| CRD # | 167966 |
| SEC # | 801-110681 |
| CIK # | |
| AUM | |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 561-835-8690 |
| Address | 105 S Narcissus Avenue West Palm Beach, FL 33401 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 904 | 170.1 |
| (b) Individuals (high net worth individuals) | 321 | 325.8 |
| (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 | 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 | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 1.9 |
| (n) Other | 5 | 6.6 |
| Total | 1,239 | 504.5 |
| By Discretionary | ||
| Discretionary | 1,239 | 504.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,239 | 504.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 504.1 | |
| Total | 1,239 | 504.5 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
SmartX Advisory Solutions LLC
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|
FL | 26.5 |
|
HedgeCoVest LLC
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|
FL | 0.0 |