Knox Capital Advisors LLC

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Assets, Funds, Holdings

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Knox Capital Advisors LLC
CRD #131000
SEC #801-67313
CIK #
AUM
Employees 3 (100% Investors, 100% Brokers)
Phone801-984-8000
Address13961 S Minuteman Drive
Draper, UT 84020
Source [IAPD] [Website]
Total AUM ($M)
200160120804002002200920162024
Type Form D Funds Date Sold ($M) AUM ($M)
PE Alpine Strategic Fund LLC 2012-03-08 2.0
PE Knox Opportunity Fund LP [2012-03-08] 9.1 4.6
HF Knox Prime Fund LLC [2012-03-08] 46.7 0.4
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 11 0.4
(b) Individuals (high net worth individuals) 78 41.4
(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 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 169 41.8
By Discretionary
Discretionary 100 5.1
Non-Discretionary 69 36.7
Total 169 41.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 41.8
Total 169 41.8
Form D Directors # Filings # Firms 2011 - 2025
Brodie Barnes 3
Ryan Day 2
Stan Kimball 2
Stanley Kimball 1
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