Worden Capital Advisors Inc
- Assets, Funds, Holdings
| Worden Capital Advisors Inc
|
| CRD # | 309895 |
| SEC # | 801-119989 |
| CIK # | |
| AUM |
|
| Employees |
2 (100% Investors, 100% Brokers)
|
| Fees | |
| Minimum |
|
| Phone | 516-439-4192 |
| Address | 100 Ring Road West
Garden City, NY 11520 |
| Source |
[IAPD]
[Website]
|
|
Total AUM ($)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| PE |
WCM Ventures Alpha Fund II LLC |
2023-03-31
|
|
0.8 M |
| PE |
WCM Ventures Alpha Fund LLC |
[2023-03-31]
|
10.1 M |
1.7 M |
|
Filed 2021-05-07 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Commission $803,600 · Revenue Decline to Disclose
|
| VC |
WCM Ventures Fund LLC |
[2020-11-17]
|
4.6 M |
|
|
Filed 2020-12-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Commission $355,584 · Revenue Decline to Disclose
|
| AUM Breakdown |
Accounts |
AUM ($) |
| 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 |
0 |
0.0 |
| By Discretionary |
| Discretionary |
0 |
0.0 |
| Non-Discretionary |
0 |
0.0 |
| Total |
0 |
0.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
0.0 |
| Total |
0 |
0.0 |
| Form D Directors |
Role |
# Filings |
# Firms |
2011 - 2026 |
| Jamie Worden |
Executive Officer |
3 |
2 |
|
| Firm Profile (Form ADV) |
| Serves | Institutional |
| Fund Types | Private Equity |
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