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| The Eideard Group LLC
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| |
|---|---|
| CRD # | 139834 |
| SEC # | 801-66396 |
| CIK # | |
| AUM | $273.6 MM (2024-03-15) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 603-471-9909 |
| Address | 360 Route 101, Suite 6 Bedford, NH 03110 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | A1 | 2021-03-17 | 0.9 | |
| Other | A2 | 2021-03-17 | 58.9 | |
| Other | A3 | 2021-03-17 | 3.1 | |
| Other | A4 | 2021-03-17 | 1.7 | |
| Other | A5 | 2021-03-17 | 31.8 | |
| Other | A6 | 2021-03-17 | 1.2 | |
| Other | A7 | 2021-03-17 | 20.2 | |
| VC | V1 | 2021-03-17 | 0.0 | |
| VC | V2 | 2021-03-17 | 3.4 | |
| VC | V3 | 2021-03-17 | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 30 | 155.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 113.7 |
| (g) Pension and profit sharing plans | 0 | 3.8 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 280 | 273.6 |
| By Discretionary | ||
| Discretionary | 164 | 194.1 |
| Non-Discretionary | 116 | 79.4 |
| Total | 280 | 273.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.6 | |
| Total | 280 | 273.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Certified Tax Service Inc
✚
|
IL | 0.3 |
|
ACAS LLC
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|
CA | 0.3 |
|
Life Planning Partners Inc
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FL | 0.3 |
|
Personal Financial Profiles Inc
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FL | 0.3 |
|
Vista Investment Management LLC
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|
PA | 0.3 |
|
Two Point Capital Management Inc
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|
NY | 0.3 |
|
RFG Holdings Inc
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|
TX | 0.3 |
|
Wealth Pro Advisors Inc
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|
FL | 0.3 |
|
Cosner Financial Group LLC
✚
|
CO | 0.3 |
|
Owen Larue LLC
✚
|
KY | 0.3 |