|
⚲
|
| Keyboard |
| Integrated Advisors Network LLC
✚
|
|
|---|---|
| CRD # | 171991 |
| SEC # | 801-96203 |
| CIK # | 0001660177 |
| AUM | 5,522.6 M (2026-06-15) |
| Employees | 87 (93% Investors, 15% Brokers) |
| Phone | 855-729-4222 |
| Address | 4514 Cole Ave Dallas, TX 75205 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Blackstone Group LP | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Palo Alto Networks Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Weather Mark Strategic Long Short LLC | 2026-06-08 | 20.2 M | |
| Other | Proteus Series Feeder Fund I LLC - Integrated Opportunities Fund | [2025-03-31] | 16.9 M | 17.9 M |
| Filed 2025-11-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $140,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,711 | 2.3 |
| (b) Individuals (high net worth individuals) | 652 | 3.1 |
| (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 | 33 | 0.0 |
| (h) Charitable organizations | 63 | 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 | 153 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 12,957 | 5.5 |
| By Discretionary | ||
| Discretionary | 12,420 | 5.3 |
| Non-Discretionary | 537 | 0.2 |
| Total | 12,957 | 5.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.5 | |
| Total | 12,957 | 5.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jason Brown | Executive Officer | 114 | 8 | |
| Eric Knauss | Executive Officer | 81 | 6 | |
| Ryan Laughon | Executive Officer | 54 | 6 | |
| Anya Janeway | Executive Officer | 47 | 6 | |
| Moll Herendeen | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001660177] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ingalls & Snyder LLC
✚
|
NY | 7,826.6 M |
|
MGO One Seven LLC
✚
|
OH | 7,717.8 M |
|
Bailard Inc
✚
|
CA | 7,560.9 M |
|
Wainwright Investment Counsel LLC
✚
|
MA | 5,516.2 M |
|
Fenimore Asset Management Inc
✚
|
NY | 5,409.8 M |
|
Baker Avenue Asset Management LP
✚
|
CA | 5,086.0 M |
|
CWA Asset Management Group LLC
✚
|
FL | 4,514.5 M |
|
GM Advisory Group LLC
✚
|
NY | 4,362.4 M |
|
Morton Capital Management LLC
✚
|
CA | 3,465.7 M |
|
Logan Capital Management Inc
✚
|
PA | 3,095.8 M |