|
⚲
|
| Integra Global Advisors LLC
✚
| |
|---|---|
| CRD # | 288511 |
| SEC # | 801-110720 |
| CIK # | |
| AUM | $417.8 MM (2024-03-29) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 203-266-3942 |
| Address | 281 Tresser Boulevard Suite 401 Stamford, CT 06901 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Integra Global Advisors VC Access Fund LP - Israel I Series | [2023-03-31] | 4.6 | 2.1 |
| PE | Integra Global Advisors VC Access Fund LP - Latin America I Series | [2023-03-31] | 4.5 | 1.9 |
| PE | Integra Global Advisors VC Access Fund LP - US I Series | [2023-03-31] | 4.3 | 2.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 19 | 208.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 38.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 6.0 |
| (g) Pension and profit sharing plans | 1 | 135.3 |
| (h) Charitable organizations | 1 | 30.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 417.8 |
| By Discretionary | ||
| Discretionary | 18 | 170.1 |
| Non-Discretionary | 10 | 247.7 |
| Total | 28 | 417.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 417.8 | |
| Total | 28 | 417.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Integra Global Advisors LLC | 4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Blue Zone Wealth Advisors LLC
✚
|
CA | 0.5 |
|
Huntleigh Advisors Inc
✚
|
MO | 0.4 |
|
SFE Investment Counsel Inc
✚
|
CA | 0.4 |
|
Prairie Wealth Advisors Inc
✚
|
NE | 0.4 |
|
ATON Financial LLC
✚
|
PR | 0.4 |
|
Florence Capital Advisors LLC
✚
|
NY | 0.4 |
|
Iron Financial LLC
✚
|
IL | 0.4 |
|
Twin Point Capital LLC
✚
|
NY | 0.4 |
|
Granite Harbor Advisors Inc
✚
|
TX | 0.4 |
|
TSP Capital Management Group LLC
✚
|
NJ | 0.4 |