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| Keyboard |
| Indexperts LLC
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|---|---|
| CRD # | 314858 |
| SEC # | 801-121667 |
| CIK # | |
| AUM | 100.9 M (2026-03-26) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Fees | |
| Minimum | |
| Phone | 704-554-8150 |
| Address | 516 North Tryon Street Charlotte, NC 28202 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 100.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 100.9 |
| By Discretionary | ||
| Discretionary | 3 | 100.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 100.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.9 | |
| Total | 3 | 100.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wavelength Capital Management LLC
✚
|
CT | 104.0 M |
|
Hunt Capital Management LLC
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|
NY | 102.0 M |
|
Autilus Partners LLC
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CA | 101.0 M |
|
Ferghana Investment Partners LP
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NY | 100.0 M |
|
Valhum Asset Management LLC
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NJ | 100.0 M |
|
Acacia Asset Management LLC
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NY | 100.0 M |
|
CAZ GP Stakes Adviser LLC
✚
|
TX | 99.0 M |
|
Muzinich Direct Lending Adviser LLC
✚
|
NY | 98.0 M |
|
Phoenix International Investments LLC
✚
|
NH | 97.5 M |
|
Manispace Capital LP
✚
|
NY | 97.4 M |