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Manuka Financial LLC
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CRD # | 313528 |
SEC # | 801-130599 |
CIK # | 0001062128 |
AUM | $109.2 MM (2024-06-28) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 804-293-0397 |
Address | 3910 W Franklin St Richmond, VA 23221 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 10 | 4.5 |
(b) Individuals (high net worth individuals) | 31 | 104.2 |
(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 | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 1 | 0.5 |
(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 | 167 | 109.2 |
By Discretionary | ||
Discretionary | 167 | 109.2 |
Non-Discretionary | 0 | 0.0 |
Total | 167 | 109.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 109.2 | |
Total | 167 | 109.2 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
10-K | [0001062128] | |
10-Q | [0001062128] | |
3 | [0001062128] | |
4 | [0001062128] | |
8-K | [0001062128] | |
D | [0001062128] | |
SC 13D | [0001062128] |
Form 3/4/5 Subject | 2011 - 2024 |
---|---|
Manuka, Inc. | |
Dana David | |
Citron Shimon | |
Peleg Gadi | |
Culley Brian M | |
Morris Chanan | |
Tonak Ltd. | |
Wolf Dana | |
Alfassi Israel | |
Arias Roberto Alonso Jimenez | |
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