HedgeCoVest LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
HedgeCoVest LLC
CRD #167966
SEC #801-110681
CIK #
AUM
Employees 2 (100% Investors, 100% Brokers)
Phone561-835-8690
Address105 S Narcissus Avenue
West Palm Beach, FL 33401
Source [IAPD] [Website]
Total AUM ($M)
80064048032016002010201420192024
AUM Breakdown Accounts AUM ($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
FL 26.5
HedgeCoVest LLC
FL 0.0
Terms | Privacy | Guide
tony@aum13f.com