|
⚲
|
| Santa FE Advisors LLC
✚
|
|
|---|---|
| CRD # | 170872 |
| SEC # | 801-113760 |
| CIK # | |
| AUM | $177.5 M (2025-03-19) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 505-501-6200 |
| Address | 330 Garfield Street Santa Fe, NM 87501 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 7.4 |
| (b) Individuals (high net worth individuals) | 75 | 160.1 |
| (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 | 3.9 |
| (h) Charitable organizations | 0 | 6.0 |
| (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 | 220 | 177.5 |
| By Discretionary | ||
| Discretionary | 218 | 172.8 |
| Non-Discretionary | 2 | 4.6 |
| Total | 220 | 177.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.5 | |
| Total | 220 | 177.5 |
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|---|---|---|
|
Werlinich Asset Management LLC
✚
|
0.2 | |
|
Tranquilli Financial Advisor LLC
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|
NJ | 0.2 |
|
WFA of San Diego LLC
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CA | 0.2 |
|
Bauer Wealth Management Inc
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|
Greenshields Capital LLC
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CA | 0.2 |
|
H C Denison Co
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WI | 0.2 |
|
Union Capital Company
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AZ | 0.2 |
|
Sterling Retirement Group of Sacramento Inc
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|
CA | 0.2 |
|
Torren Management LLC
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|
CA | 0.2 |
|
Endeavor Advisors LLC
✚
|
TX | 0.2 |