Private Advisors LLC

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Private Advisors LLC
CRD #109247
SEC #801-55696
CIK #0001766909, 0001332748, 0001597690, 0001172661, 0001766226, 0001640420, 0000842766
AUM
Employees 69 (54% Investors, 36% Brokers)
Phone804-289-6000
AddressRiverfront Plaza West
Richmond, VA 23219
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
6.04.83.62.41.20.01999200720152024
CIK Period
0001766909 0001332748 0001597690 0001172661 0001766226 0001640420 0000842766
Sector Form 13F Holdings Value ($M)
Bank of Nova Scotia 2.8
Royal Dutch Shell PLC 2.7
Citigroup Inc 2.6
Coca Cola Co 2.4
Deere & Co 2.3
3M Co 2.2
GE Vernova Inc 2.2
Okta Inc 2.2
Caterpillar Inc 2.1
Marvell Technology Inc 2.1
Archer Daniels Midland Co 2.1
Novartis AG 2.0
Applied Materials Inc /DE 1.8
HCP Inc 1.6
Digital Realty Trust Inc 1.2
Kinder Morgan Inc 1.2
National Grid PLC 1.1
Church & Dwight Co Inc /DE/ 1.1
 
 
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold ($M) AUM ($M)
HF PA Strategic Opportunities Fund LP [2019-03-29] 0.0 91.1
HF The Hedged Strategies Fund LLC 2013-09-16 14.6
HF Alternative Fund LV II LLC 2012-03-30 2.3
HF Alternative Fund LV LLC 2012-03-30 5.2
HF Private Advisors Alternative Asset Fund LLC 2012-03-30 3.6
PE Private Advisors Alternative Small Company Buyout Fund LP 2012-03-30 3.0
PE Private Advisors CoInvestment Fund LP 2012-03-30 14.4
HF Private Advisors Distressed Opportunities Fund LP 2012-03-30 4.2
HF Private Advisors Income Fund LP 2012-03-30 0.8
PE Private Advisors Private Equity Fund LP 2012-03-30 42.6
View All
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
Form D Directors # Filings # Firms 2011 - 2025
Christopher Stringer 48
Louis Moelchert III 47
Louis Moelchert Jr 46
Gregory Ciaverelli 37
Pasof GP LLC 1
EDGAR Form CIK 2011 - 2025
13F-HR [0000842766]
4 [0001332748]
13F-HR [0001597690]
13F-HR [0001640420]
13F-HR [0001766226]
13F-NT [0001766226]
13F-HR [0001766909]
Form 3/4/5 Subject 2011 - 2025
Inova Technology Inc.
Advisors LLC
Aunger Paul
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