|
⚲
|
| Mohawk Capital Advisors LLC
✚
| |
|---|---|
| CRD # | 172304 |
| SEC # | 801-80127 |
| CIK # | |
| AUM | $41.0 MM (2024-03-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 212-367-7239 |
| Address | 101 Warren Street New York, NY 10007 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 5.4 |
| (b) Individuals (high net worth individuals) | 11 | 31.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 58 | 41.0 |
| By Discretionary | ||
| Discretionary | 58 | 41.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 58 | 41.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.1 | |
| United States Persons | 36.9 | |
| Total | 58 | 41.0 |
| Limited Partners | 2011 - 2024 |
|---|---|
| New York State Common Retirement Fund |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mountain View Strategic Wealth LLC
✚
|
NY | 0.0 |
|
Winthrop Partners - EPA LLC
✚
|
NY | 0.0 |
|
Haron Capital Management LLC
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|
FL | 0.0 |
|
HYJC Capital of WNY LLC
✚
|
NY | 0.0 |
|
FBD Asset Mgmt LLC
✚
|
MN | 0.0 |
|
Glassman Wealth Management LLC
✚
|
NY | 0.0 |
|
Peconic Asset Planning Inc
✚
|
NY | 0.0 |
|
Success Wealth Management LLC
✚
|
PA | 0.0 |
|
Southwestern Money Management LLC
✚
|
TX | 0.0 |
|
Trowbridge Capital Partners LLC
✚
|
NY | 0.0 |