Adviser Profile
| As of Date | 02/26/2026 |
| Registration | SEC, Approved, 10/08/2021 |
|
|
|
| Former registrations | |
| ADV Location | SCOTTSDALE, AZ, United States |
| Contact Info | 833 xxxxxxx |
| Websites |
| AUM* | 128,120,589 20% |
| of that, discretionary | 128,120,589 20% |
| Number of Employees | 6 -14% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 42,706,863 60% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- An investment adviser (or subadviser) to an investment company
Client Types
- Investment companies
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
128M
110M
92M
73M
55M
37M
18M
2021
2022
2023
2024
2025
2026
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 NEIMAN FUNDS MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM41.2m | #Funds- | |
| Adviser AMERICAFIRST WEALTH MANAGEMENT, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM23.4m | #Funds- | |
| Adviser CHANNEL INVESTMENT PARTNERS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM7.6m | #Funds- | |
| Adviser BERTOLET CAPITAL LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM35.8m | #Funds- | |
| Adviser RIDGELINE RESEARCH LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM137.0m | #Funds- | |
| Adviser NOBLE-IMPACT CAPITAL | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM34.4m | #Funds- | |
| Adviser TERRA FIRMA ASSET MANAGEMENT | 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 SKYROCK INVESTMENT MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM26.1m | #Funds- | |
| Adviser TYPHON 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- | AUM26.1m | #Funds- | |
| Adviser PARADIGM ASSET MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM441.7m | #Funds- |