|
⚲
|
| Precise Investment Management Inc
✚
|
|
|---|---|
| CRD # | 282557 |
| SEC # | 801-124750 |
| CIK # | |
| AUM | $72.8 MM (2022-12-07) |
| Employees | 7 (57% Investors, 100% Brokers) |
| Phone | 702-906-0940 |
| Address | 600 Central Ave Highland Park, IL 60035 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 5.6 |
| (b) Individuals (high net worth individuals) | 10 | 67.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 38 | 72.8 |
| By Discretionary | ||
| Discretionary | 38 | 72.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 38 | 72.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 63.3 | |
| United States Persons | 9.5 | |
| Total | 38 | 72.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pacifica Partners Capital Management Inc
✚
|
0.1 | |
|
Rubin Overseas Ltd
✚
|
0.1 | |
|
Silveroak Investments LLC
✚
|
NV | 0.1 |
|
Turner Capital Investments LLC
✚
|
TX | 0.1 |
|
Core Alpha Inc
✚
|
NY | 0.1 |
|
Londinium Asset Management Ltd
✚
|
0.1 | |
|
Milagre Wealth Management Inc
✚
|
NY | 0.1 |
|
Maimon Wealth Management Ltd
✚
|
0.1 | |
|
Sirius Wealth Management Strategies LLC
✚
|
TX | 0.1 |
|
Newman Ladd Capital Advisors LLC
✚
|
NY | 0.1 |