|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Remy Investors & Consultants LLC
✚
|
|
|---|---|
| CRD # | 326958 |
| SEC # | 801-128163 |
| CIK # | 0000919500, 0002010830 |
| AUM | $854.6 M (2025-07-16) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 310-843-0050 |
| Address | 1801 Century Park East, Suite 1111 Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Remy Capital Partners III LP | [2012-02-07] | 68.4 | |
| Other | Remy Capital Partners II LP | [2012-02-07] | 142.6 | |
| HF | Remy Capital Partners LP | [2012-02-07] | 38.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 12 | 292.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 389.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 96.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 76.2 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 854.6 |
| By Discretionary | ||
| Discretionary | 16 | 410.6 |
| Non-Discretionary | 11 | 444.0 |
| Total | 27 | 854.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 854.6 | |
| Total | 27 | 854.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MG Financial LLC
✚
|
MA | 1.1 |
|
Andina Capital Management LLC
✚
|
UT | 1.0 |
|
Toth Financial Advisory Corp
✚
|
VA | 1.0 |
|
Manhattan West Asset Management LLC
✚
|
CA | 1.0 |
|
Sonen Capital LLC
✚
|
CA | 1.0 |
|
Anderson Growth Partners LLC
✚
|
AL | 0.9 |
|
Talson Capital Management LP
✚
|
CT | 0.9 |
|
LGL Partners LLC
✚
|
PA | 0.8 |
|
Prospector Partners LLC
✚
|
CT | 0.8 |
|
Indie Asset Partners LLC
✚
|
IN | 0.7 |