Private Advisors LLC - Assets, Funds, Holdings
Private Advisors LLC
CRD # 109247
SEC # 801-55696
CIK # 0001172661, 0001766226, 0001332748, 0000842766, 0001766909, 0001597690, 0001640420
AUM
Employees
69 (54% Investors, 36% Brokers)
Phone 804-289-6000
Address Riverfront Plaza West Richmond, VA 23219
Source
[IAPD]
[EDGAR]
[Website] [LinkedIn]
Total AUM ($B)
6.0 4.8 3.6 2.4 1.2 0.0 2001 2009 2017 2025
Holdings by Sector ($M)
600 480 360 240 120 0 2013 2017 2022 2027
AUM Breakdown
Accounts
AUM ($B)
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
41
4.3
(g) Pension and profit sharing plans
0
0.0
(h) Charitable organizations
0
0.1
(i) State or municipal government entities
0
0.0
(j) Other investment advisers
0
0.4
(k) Insurance companies
0
0.4
(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
45
5.2
By Discretionary
Discretionary
36
4.3
Non-Discretionary
9
0.9
Total
45
5.2
By Non-United States Persons
Non-United States Persons
0.6
United States Persons
4.7
Total
45
5.2
Firm Profile (Form ADV)
Discretionary AUM $2.9B
Clients 1 (22 non-US)
Serves Institutional, Retail
Fund Types Hedge Fund, Private Equity
LEI 549300IU80RODD8ECQ33
Insider Transaction (Form 3/4/5)
Date
Action
Shares
Price
Value ($)
Inova Technology Inc INVA
Inova common shares
2013-01-12
Buy
2,507,375
$17,000.00
42,625,375,000
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