Vigilant Investment Advisors LLC

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Assets, Funds, Holdings

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Vigilant Investment Advisors LLC
CRD #145190
SEC #801-70722
CIK #
AUM
Employees 2 (100% Investors, 0% Brokers)
Phone801-951-7700
Address1148 W Legacy Crossing Blvd
Centerville, UT 84104
Source [IAPD] [Website]
Total AUM ($M)
705642281402005201120172024
Type Form D Funds Date Sold ($M) AUM ($M)
SA Capline Recovery Fund I LLC [2012-04-02] 0.3 0.5
HF Vigilant Balanced Fund I LLC [2012-04-02] 0.4 1.2
HF Vigilant Income Fund II LLC [2012-04-02] 0.5 0.2
HF Vigilant Low Volatility Fund I LLC [2012-04-02] 8.1 8.7
HF Vigilant Managed Equities Fund I LLC [2012-04-02] 11.9 12.5
HF Vigilant Market Neutral Fund II LLC [2012-04-02] 4.3 4.2
HF Vigilant Market Neutral Fund I LLC [2012-04-02] 23.0 13.8
HF Vigilant Opportunity Fund I LLC [2012-04-02] 8.9 1.2
HF Vigilant Protection Fund I LLC [2012-04-02] 7.1
AUM Breakdown Accounts AUM ($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 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 7 55.5
By Discretionary
Discretionary 7 55.5
Non-Discretionary 0 0.0
Total 7 55.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 55.5
Total 7 55.5
Form D Directors # Filings # Firms 2011 - 2025
R Tullis 8
Matthew Tullis 2
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