Wealth Strategies By Bayliss & McAninch Inc

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Assets, Funds, Holdings

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Wealth Strategies By Bayliss & McAninch Inc
CRD #129812
SEC #801-67858
CIK #
AUM
Employees
Fees
Minimum
Phone775-883-9555
Address1830 College Parkway,
Carson City, NV 89706
Source [IAPD] [Website]
Total AUM ($M)
806448321602007201320192025
Type Form D Funds Date Sold AUM
HF Wealth Strategies Equity Fund 2012-03-28 44.0 M
HF Wealth Strategies Income Fund 2012-03-28 1.6 M
HF Wealth Strategies Investment Fund LLC 2012-03-28 44.0 M
HF Wealth Strategies Real Estate Fund LLC 2012-03-28 23.7 M
AUM Breakdown Accounts AUM ($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 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 260 42.6
By Discretionary
Discretionary 111 40.2
Non-Discretionary 149 2.4
Total 260 42.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 42.6
Total 260 42.6
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail, Research
Fund TypesHedge Fund
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