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| Signify Wealth LLC
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| CRD # | 160094 |
| SEC # | 801-116909 |
| CIK # | 0001769062 |
| AUM | 364.6 M (2026-06-17) |
| Employees | 17 (24% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 314-222-0295 |
| Address | 7750 Clayton Road St Louis, MO 63117 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Tesla Motors Inc | 5.8 | |
| Amazon Com Inc | 5.6 | |
| Apple Inc | 5.0 | |
| Alphabet Inc | 4.6 | |
| iShares Comex Gold Trust | 3.4 | |
| Nvidia Corp | 1.8 | |
| Microsoft Corp | 0.9 | |
| Facebook Inc | 0.6 | |
| Netflix Inc | 0.5 | |
| CrowdStrike Holdings Inc | 0.3 |
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Signify Minerva RMC II A Series of CGF2021 LLC | [2025-07-25] | 0.9 M | 2.7 M |
| Offered $935,000 · Filed 2025-08-04 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 16.5 |
| (b) Individuals (high net worth individuals) | 40 | 345.4 |
| (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 | 2.7 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 311 | 364.6 |
| By Discretionary | ||
| Discretionary | 311 | 364.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 311 | 364.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 364.6 | |
| Total | 311 | 364.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Sydecar | Director | 4786 | 74 | |
| Brett Sagan | Executive Officer | 2847 | 48 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001769062] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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|---|---|---|
|
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✚
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|
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|
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|
Cottonwood Ventures LLC
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