|
⚲
|
| Principly Inc
✚
| |
|---|---|
| CRD # | 281813 |
| SEC # | 801-106798 |
| CIK # | |
| AUM | $38.6 MM (2024-02-02) |
| Employees | 20 (5% Investors, 0% Brokers) |
| Phone | 844529 |
| Address | 474 Bryant St San Francisco, CA 94107 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,416 | 38.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12,416 | 38.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 12,416 | 38.6 |
| Total | 12,416 | 38.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 38.6 | |
| Total | 12,416 | 38.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
IQCIO LLC
✚
|
NY | 0.1 |
|
Gavltd International Corporation
✚
|
TX | 0.0 |
|
Investall Inc
✚
|
NY | 0.0 |
|
Webull Advisors LLC
✚
|
FL | 0.0 |
|
Global Beta Advisors LLC
✚
|
PA | 0.0 |
|
Global Autotrading Inc
✚
|
0.0 | |
|
Comvest Credit Managers LLC
✚
|
FL | 0.0 |
|
IH2 Advisors & Company
✚
|
DE | 0.0 |
|
Magnifi LLC
✚
|
CO | 0.0 |
|
Share Invest Inc
✚
|
NY | 0.0 |