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Treasure Investment Management LLC
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CRD # | 309258 |
SEC # | 801-119780 |
CIK # | 0001715526 |
AUM | $250.0 MM (2023-02-07) |
Employees | 3 (33% Investors, 0% Brokers) |
Phone | 415-385-0419 |
Address | 123 Langton Street San Francisco, CA 94103 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 | 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 | 150 | 250.0 |
(n) Other | 0 | 0.0 |
Total | 150 | 250.0 |
By Discretionary | ||
Discretionary | 150 | 250.0 |
Non-Discretionary | 0 | 0.0 |
Total | 150 | 250.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 250.0 | |
Total | 150 | 250.0 |
EDGAR Form | CIK | 2011 - 2023 |
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D | [0001715526] |
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|
CA | 0.3 |
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WealthEdge Investment Advisors LLC
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Boyd Wealth Management LLC
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Lucas Group Financial Planners Inc
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Valiant Wealth LLC
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IA | 0.3 |
Alphaq Advisors LLC
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FL | 0.2 |
Power Asset Management LLC
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|
CA | 0.2 |
Southbridge Advisors LLC
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GA | 0.2 |
Access Wealth Management Inc
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KY | 0.2 |