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Hunter Lewis LLC
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CRD # | 304985 |
SEC # | 801-117308 |
CIK # | |
AUM | $259.3 MM (2024-05-14) |
Employees | 8 (75% Investors, 0% Brokers) |
Phone | 434-996-0370 |
Address | 4503 Mount Air Farm Crozet, VA 22932 |
Source | [IAPD] [Website] [LinkedIn] [Instagram] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Gibson Mountain LLC | 2022-01-13 | 1.2 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 7 | 9.5 |
(b) Individuals (high net worth individuals) | 0 | 18.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 1.2 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 28.9 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 201.1 |
Total | 14 | 259.3 |
By Discretionary | ||
Discretionary | 14 | 259.3 |
Non-Discretionary | 0 | 0.0 |
Total | 14 | 259.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 259.3 | |
Total | 14 | 259.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
United Advisors America Corporation
✚
|
TX | 0.3 |
Blue Investment Partners LLC
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|
CA | 0.3 |
Scala Capital LLC
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|
FL | 0.3 |
The ETF Store Inc
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|
KS | 0.3 |
Mid-American Wealth Advisory Group Inc
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|
MO | 0.3 |
Madison Park Capital Advisors LLC
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|
WA | 0.3 |
Resolute Wealth Strategies LLC
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|
MS | 0.3 |
MBA Advisors LLC
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|
PA | 0.3 |
New Insight Wealth Advisors
✚
|
CA | 0.3 |
Horizon Investment Services LLC
✚
|
IN | 0.3 |