Predicate Investment Advisors LLC

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Assets, Funds, Holdings

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Predicate Investment Advisors LLC
CRD #325711
SEC #801-128222
CIK #
AUM
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone602-245-5990
Address3219 E Camelback Rd, Ste 529
Scottsdale, AZ 85018
Source [IAPD]
Total AUM ($M)
25201510502009201420192025
Type Form D Funds Date Sold AUM
PE Predicate Beverage Strategies II LLC [2023-09-26] 0.1 M 4.9 M
Offered $45,000,000 · Filed 2022-10-17 (D) · Exemption 506(b) · Remaining $44,890,000 · Duration One year or less · Revenue Decline to Disclose
PE Predicate Beverage Strategies Fund LLC [2023-05-25] 11.8 M 15.4 M
Offered $50,000,000 · Filed 2022-06-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining $38,240,000 · Duration More than one year · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($M)
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 Role # Filings # Firms 2011 - 2026
Jay Rollins Director 12 3
Brian Rosen Executive Officer 7 3
Ethan Frey Director 4 2
John Lott Executive Officer 4 2
Investbev Group IV LLC Director 2 2
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail
Fund TypesPrivate Equity
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