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| Happy Holidays!! thanks for using AUM13F!! |
| Magnifina LLC
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|---|---|
| CRD # | 306005 |
| SEC # | 801-117932 |
| CIK # | |
| AUM | $53.9 M (2025-07-28) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 800-732-0818 |
| Address | 2 Depot Plaza Bedford Hills, NY 10507 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 2.0 |
| (b) Individuals (high net worth individuals) | 4 | 32.0 |
| (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 | 1.7 |
| (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 | 18.2 |
| Total | 53 | 53.9 |
| By Discretionary | ||
| Discretionary | 50 | 52.8 |
| Non-Discretionary | 3 | 1.1 |
| Total | 53 | 53.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 53.9 | |
| Total | 53 | 53.9 |
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|---|---|---|
|
Prince Financial Advisory LLC
✚
|
NY | 0.1 |
|
Silver Advisors LLC
✚
|
NY | 0.1 |
|
Exclusive Resource Management LLC
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NY | 0.1 |
|
J Mandwelle Capital Strategies LLC
✚
|
0.1 | |
|
Alpha RIA LLC
✚
|
NY | 0.1 |
|
Clover Leaf Financial LLC
✚
|
NY | 0.1 |
|
Argus Equity Partners LLC
✚
|
0.1 | |
|
Seraphim Capital Management LLC
✚
|
0.1 | |
|
Evestia LLC
✚
|
0.1 | |
|
Embark Wealth Management LLC
✚
|
AZ | 0.1 |