| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 03/07/2018 |
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| ADV Location | CHARLESTON, SC, United States |
| Contact Info | 843 xxxxxxx |
| Websites |
| AUM* | 305,524,532 12% |
| of that, discretionary | 61,191,533 -3% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,432,860 53% |
| % High Net Worth | 51.06% 9% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser NORTH PIER FIDUCIARY MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.3b | #Funds- | |
| Adviser PROCYON | Hedge Fund33.9m | Liquidity Fund- | Private Equity Fund9.3m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV43.1m | AUM9.2b | #Funds2 | |
| Adviser ACKERMAN ASSET MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM793.5m | #Funds- | |
| Adviser HECK CAPITAL ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM11.3b | #Funds- | |
| Adviser PALISADE INVESTMENTS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM652.7m | #Funds- | |
| Adviser FCG INVESTMENT COMPANY | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM568.2m | #Funds- | |
| Adviser AUREUS ASSET MANAGEMENT, LLC | Hedge Fund182.6m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV182.6m | AUM8.4b | #Funds4 | |
| Adviser BEVERLY INVESTMENT ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM95.6m | #Funds- | |
| Adviser TRINITY INVESTMENT MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund18.9m | Total Private Fund GAV18.9m | AUM126.2m | #Funds1 | |
| Adviser FIDUCIARY WEALTH MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM451.6m | #Funds- |