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Type	Result	AUM

HSBC Investment Funds - GILT and Fixed Interest
Firm	HSBC Global Asset Management UK Limited ✚
Fund #	805-8963913553
CIK #
Sale
Fund	Other Private Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director
Custodian
Auditor	KPMG
Marketer
Broker
Jurisdiction

Form D Offering
Investors	10

Comparable Firms	State	AUM
Laguna Wealth Advisors LLC ✚		161.2 M
Sieben Wealth Planning LLC ✚		161.2 M
Eagle Harbor Asset Management Inc ✚		160.9 M
Fifth Set Private Wealth Management LLC ✚		160.3 M
Little River Capital Partners LP ✚		160.1 M
Turloff Financial Consulting Inc ✚		160.0 M
Steven Feldstein & Associates ✚		160.0 M
Sequoia Planning & Investments LLC ✚		160.0 M
Steady Returns LLC ✚		159.8 M
Green Horizon Partners Capital LLC ✚		159.6 M

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