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Type	Result	AUM

M Holdings Securities Inc
Role	Fund Marketer
Rank	#1240 by total fund AUM
Funds	69
Fund AUM	6,875.9 M
Firm	View adviser / firm page →

Cumulative Funds

Fund	Firm	Onset	AUM
VFF IV LLC	VFPE Advisors LLC	2018	9.3 M
Taylor Insurance Series LP - Sound Point Floating Rate Fund	Taylor Investment Advisors LP	2013	8.0 M
iCapital New Alpha Access Fund US LP	iCapital Advisors LLC	2019	6.9 M
Taylor Insurance Series LP - Credit Strategies Series	Talson Capital Management LP	2018	6.1 M
Mainline CALA del Sol Partners LP	Mainline Investment Advisers LLC	2016	5.7 M
VF Real Estate II LP	VFPE Advisors LLC	2018	4.4 M
CCA Aggressive Return Insurance Fund Series Interests of the SALI Multi-Series Fund LP	SALI Fund Management LLC	2014	4.4 M
CCA Core Return Insurance Fund Series Interests of the SALI Multi-Series Fund LP	SALI Fund Management LLC	2014	3.9 M
Valley Forge Fund VIII LP	VFPE Advisors LLC	2018	3.1 M
VF Invest I LLC	VFPE Advisors LLC	2018	2.8 M
Icapital-PIMCO Bravo Fund IV Offshore Access Fund LP	iCapital Advisors LLC	2023	2.6 M
Global Access Hedge Fund Strategies Insurance Fund Series Interests of the SALI Multi-Series Fund LP	SALI Fund Management LLC	2012	1.9 M
Valley Forge Fund VI LP	VFPE Advisors LLC	2018	1.5 M
VF Real Estate LP	VFPE Advisors LLC	2018	1.4 M
Valley Forge Fund X LP	VFPE Advisors LLC	2018	1.1 M
Valley Forge Fund IX LP	VFPE Advisors LLC	2018	0.6 M
Valley Forge Fund VII LP	VFPE Advisors LLC	2018	0.3 M
Mainline So/Unequal Partners LP	Mainline Investment Advisers LLC	2014	0.0 M
iCapital Offshore Strategies - Honeycomb Offshore Fund SP	iCapital Advisors LLC	2022
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