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Petra Capital Management Inc
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CRD # | 277042 |
SEC # | 801-101523 |
CIK # | |
AUM | $660.9 MM (2024-06-24) |
Employees | 12 (67% Investors, 0% Brokers) |
Phone | 82237740978 |
Address | 9F, 25 Eunhaengro, Yeongdeungpogu Seoul, Korea, South |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 12 | 7.9 |
(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 | 5 | 221.2 |
(g) Pension and profit sharing plans | 0 | 26.4 |
(h) Charitable organizations | 0 | 327.9 |
(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 | 44.4 |
(m) Corporations or other businesses not listed above | 0 | 33.2 |
(n) Other | 0 | 0.0 |
Total | 27 | 660.9 |
By Discretionary | ||
Discretionary | 24 | 630.3 |
Non-Discretionary | 3 | 30.6 |
Total | 27 | 660.9 |
By Non-United States Persons | ||
Non-United States Persons | 161.9 | |
United States Persons | 499.0 | |
Total | 27 | 660.9 |
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Riverbend Capital Advisors LLC
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|
IL | 0.7 |
Fitzroy Investment Advisors LLC
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FL | 0.7 |
St James Investment Company LLC
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TX | 0.7 |
Beacon Financial Group Inc
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|
OH | 0.7 |
BMO Nesbitt Burns Securities Ltd
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|
0.7 | |
American Money Management LLC
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|
CA | 0.7 |
Wealth Management Group LLC
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|
IL | 0.7 |
Wembley Strategic Advisory LLC
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|
NY | 0.7 |
Veracity Capital LLC
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|
GA | 0.7 |
Westside Investment Management LLC
✚
|
CA | 0.7 |