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| Happy Holidays!! thanks for using AUM13F!! |
| Integra Global Advisors LLC
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| CRD # | 288511 |
| SEC # | 801-110720 |
| CIK # | |
| AUM | $562.6 M (2025-07-11) |
| Employees | 12 (100% Investors, 17% Brokers) |
| Phone | 203-266-3942 |
| Address | 281 Tresser Boulevard Suite 401 Stamford, CT 06901 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Integra Global Advisors VC Access Fund LP - Europe 1 Series | [2025-03-31] | 3.7 | 3.5 |
| PE | Integra Global Advisors VC Access Fund LP - Israel I Series | [2023-03-31] | 4.6 | 3.9 |
| PE | Integra Global Advisors VC Access Fund LP - Latin America I Series | [2023-03-31] | 4.5 | 4.1 |
| PE | Integra Global Advisors VC Access Fund LP - US I Series | [2023-03-31] | 4.3 | 4.0 |
| 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) | 88 | 333.2 |
| (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 | 4 | 15.6 |
| (g) Pension and profit sharing plans | 2 | 151.5 |
| (h) Charitable organizations | 3 | 27.6 |
| (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 | 5 | 34.8 |
| (n) Other | 0 | 0.0 |
| Total | 102 | 562.6 |
| By Discretionary | ||
| Discretionary | 57 | 546.2 |
| Non-Discretionary | 45 | 16.5 |
| Total | 102 | 562.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 562.6 | |
| Total | 102 | 562.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Integra Global Advisors LLC | 4 |
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|---|---|---|
|
Doliver Advisors LP
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TX | 0.6 |
|
SFE Investment Counsel Inc
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CA | 0.6 |
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Trinity Financial Advisors LLC
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OH | 0.6 |
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Morangie Management LLC
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FL | 0.6 |
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Woodward Diversified Capital LLC
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CA | 0.6 |
|
Blue Zone Wealth Advisors LLC
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CA | 0.6 |
|
Granite Harbor Advisors Inc
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TX | 0.6 |
|
Harvest Investment Services LLC
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|
IL | 0.5 |
|
Double Eagle Family Offices LLC
✚
|
TX | 0.5 |
|
Painted Porch Advisors LLC
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|
CA | 0.5 |