|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Match Grade Advisors LLC
✚
|
|
|---|---|
| CRD # | 299181 |
| SEC # | 801-114348 |
| CIK # | |
| AUM | $361.0 M (2025-03-12) |
| Employees | 5 (100% Investors, 20% Brokers) |
| Phone | 864-250-0661 |
| Address | 400 Pettigru St Greenville, SC 29601 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 38.8 |
| (b) Individuals (high net worth individuals) | 69 | 95.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 77 | 225.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,037 | 361.0 |
| By Discretionary | ||
| Discretionary | 1,037 | 361.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,037 | 361.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 361.0 | |
| Total | 1,037 | 361.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Transce3Nd LLC
✚
|
TX | 0.4 |
|
RFP Financial Group LLC
✚
|
GA | 0.4 |
|
Ferguson Shapiro LLC
✚
|
GA | 0.4 |
|
Three Seasons Wealth
✚
|
UT | 0.4 |
|
Saiph Capital LLC
✚
|
NJ | 0.4 |
|
Burford Brothers Inc
✚
|
TX | 0.4 |
|
The Professional Financial Company LLC
✚
|
UT | 0.4 |
|
Rubey & RUST Capital Management LLC
✚
|
0.4 | |
|
Pure Portfolios Holdings LLC
✚
|
OR | 0.4 |
|
1836 Asset Management LLC
✚
|
TX | 0.4 |