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| Keyboard |
| The Moneypaper Advisor Inc
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|---|---|
| CRD # | 156971 |
| SEC # | 801-72257 |
| CIK # | |
| AUM | 91.0 M (2026-01-08) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 9149250022110 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 | 1 | 91.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (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 | 91.0 |
| By Discretionary | ||
| Discretionary | 1 | 91.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 91.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 91.0 | |
| Total | 1 | 91.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
NexPoint Insurance Solutions LP
✚
|
TX | 95.7 M |
|
Abraham Trading LP
✚
|
TX | 94.9 M |
|
AOT Invest LLC
✚
|
IA | 93.9 M |
|
Midas Management Corporation
✚
|
NH | 93.2 M |
|
First Associated Investment Advisors Inc
✚
|
MN | 93.1 M |
|
LEH II Management LLC
✚
|
CO | 93.1 M |
|
Vault Fiduciary LLC
✚
|
92.5 M | |
|
Modern Capital Management Co
✚
|
SC | 90.7 M |
|
Novawave Capital LLC
✚
|
CA | 90.0 M |
|
Union Street Partners LLC
✚
|
VA | 86.3 M |