|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Stockwell Ventures LLC
✚
|
|
|---|---|
| CRD # | 323092 |
| SEC # | 801-127349 |
| CIK # | |
| AUM | $30.0 M (2025-07-10) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 212-257-5757 |
| Address | 60 Columbus Circle New York, NY 10023 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Spirits Opportunity Fund I LP | 2024-03-29 | 30.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 30.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 30.0 |
| By Discretionary | ||
| Discretionary | 1 | 30.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 30.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 30.0 | |
| Total | 1 | 30.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
B Riley Wealth Private Shares LLC
✚
|
TN | 0.0 |
|
Solera Capital LLC
✚
|
NY | 0.0 |
|
Palladium Heritage Management LLC
✚
|
NY | 0.0 |
|
Stonetree Capital Advisors LLC
✚
|
0.0 | |
|
The Tokarz Group Advisers LLC
✚
|
NY | 0.0 |
|
Secondmarket Financial LLC
✚
|
NY | 0.0 |
|
Oneascent Capital LLC
✚
|
AL | 0.0 |
|
RCP Advisors LLC
✚
|
IL | 0.0 |
|
Xcellerant Ventures LLC
✚
|
AZ | 0.0 |
|
5C Investment Partners Advisor LLC
✚
|
NY | 0.0 |