KOLE Asset Management Inc

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Assets, Funds, Holdings

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KOLE Asset Management Inc
CRD #124300
SEC #801-74118
CIK #
AUM
Employees 1 (0% Investors, 0% Brokers)
Phone732-805-0005
Address2106 Arbor Way
Martinsville, NJ 08836
Source [IAPD] [Website]
Total AUM ($M)
170136102683402009201420192025
Type Form D Funds Date Sold ($M) AUM ($M)
PE Mountain Avenue Partners LP [2012-02-14] 48.2 51.1
AUM Breakdown Accounts AUM ($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 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 65 139.2
By Discretionary
Discretionary 63 139.0
Non-Discretionary 2 0.2
Total 65 139.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 139.2
Total 65 139.2
Form D Directors Role # Filings # Firms 2011 - 2026
Asset Management Inc Kole 1 1
LMF Venture LLC 1 1
Sheri Kole 1 1
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