PhD Consulting LLC

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Assets, Funds, Holdings

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PhD Consulting LLC
CRD #304989
SEC #801-117154
CIK #
AUM $394.6 MM (2024-03-05)
Employees 5 (20% Investors, 0% Brokers)
Phone844-743-4015
Address7500 College Blvd, Suite 500
Overland Park, KS 66210
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4003202401608002009201420192025
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) 0 0.0
(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 38 394.6
(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 0 0.0
(n) Other 0 0.0
Total 38 394.6
By Discretionary
Discretionary 8 157.0
Non-Discretionary 30 237.6
Total 38 394.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 394.6
Total 38 394.6
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Sierra Ocean LLC
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Silver Coast Investments LLC
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North Shore Private Asset Management LLC
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SMH Capital Advisors LLC
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Kercheville Advisors LLC
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Strongbox Wealth LLC
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