ONLYFUNDS
  • ONLYFUNDS
  • PHILLIPS CAPITAL, LLC

Adviser Profile

As of Date 02/07/2026
Registration SEC, Approved, 02/08/2021
Contact Info 404 xxxxxxx
Websites
AUM* 314,147 98%
of that, discretionary 314,147 98%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 26,179 16%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

314K 269K 224K 180K 135K 90K 45K
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

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 BEAGLE INVEST Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM26.4m #Funds-
Adviser ORIGIN INVESTMENT ADVISORY LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM34.7m #Funds-
Adviser QUANTS COMPETE Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.8m #Funds-
Adviser 99RISES INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM539.4k #Funds-
Adviser URSA FINANCIAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM16.6m #Funds-
Adviser ELEVATION ADVISORY PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM226.0m #Funds-
Adviser ZSENIA INVESTMENTS INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM10.9m #Funds-
Adviser MARTIN NELSON & CO., INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM287.3m #Funds-
Adviser TIFIN GROW LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM3.9m #Funds-
Adviser MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM4.5m #Funds-