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| Predicate Investment Advisors LLC
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| |
|---|---|
| CRD # | 325711 |
| SEC # | 801-128222 |
| CIK # | |
| AUM | $20.2 MM (2023-12-08) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 602-245-5990 |
| Address | 3219 E Camelback Rd, Ste 529 Scottsdale, AZ 85018 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Predicate Beverage Strategies II LLC | [2023-09-26] | 0.1 | 4.9 |
| PE | Predicate Beverage Strategies Fund LLC | [2023-05-25] | 11.8 | 15.4 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 20.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 20.2 |
| By Discretionary | ||
| Discretionary | 2 | 20.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 20.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 20.2 | |
| Total | 2 | 20.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Jay Rollins | 12 | ||
| Brian Rosen | 7 | ||
| John Lott | 4 | ||
| Ethan Frey | 3 | ||
| Investbev Group IV LLC | 2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Joseph Gunnar & Co LLC
✚
|
NY | 0.0 |
|
Firethorn Partners LLC
✚
|
0.0 | |
|
Emerald Separate Account Management LLC
✚
|
PA | 0.0 |
|
Method Advisors LLC
✚
|
MA | 0.0 |
|
McCutchen Group LLC
✚
|
WA | 0.0 |
|
Dyson Capital Advisors LLC
✚
|
VA | 0.0 |
|
AEON Global Asset Management LLC
✚
|
NY | 0.0 |
|
Permit Capital Advisors LLC
✚
|
PA | 0.0 |
|
Jess S Morgan & Company Inc
✚
|
CA | 0.0 |
|
Thompson Wealth Management Ltd
✚
|
MA | 0.0 |