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| Season Investments LLC
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|---|---|
| CRD # | 158070 |
| SEC # | 801-118924 |
| CIK # | |
| AUM | $139.0 MM (2024-03-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 719-528-8400 |
| Address | 620 N Tejon Street Colorado Springs, CO 80903 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Season Investments Alternative Credit and Equity Fund LP | [2021-03-18] | 33.4 | 37.4 |
| PE | ASI Healthcare Capital Partners I LP | 2020-05-15 | 20.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 21.0 |
| (b) Individuals (high net worth individuals) | 37 | 80.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 37.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 277 | 139.0 |
| By Discretionary | ||
| Discretionary | 277 | 139.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 277 | 139.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.0 | |
| Total | 277 | 139.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| David Houle | 2 | ||
| Elliott Orsillo | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MB Family Advisors LLC
✚
|
NY | 0.2 |
|
Maqro Advisors LLC
✚
|
TX | 0.2 |
|
Perini Capital LLC
✚
|
CA | 0.2 |
|
Welcy Capital Advisors LLC
✚
|
FL | 0.2 |
|
Open Field Capital LLC
✚
|
NY | 0.1 |
|
CIG Asset Management Inc
✚
|
MI | 0.1 |
|
South Georgia Capital LLC
✚
|
IL | 0.1 |
|
Heirloom Investment Management LLC
✚
|
0.1 | |
|
Hayden Harper Wealth Advisory LLC
✚
|
NC | 0.1 |
|
Pope Asset Management LLC
✚
|
TN | 0.1 |