Adviser Profile

As of Date 01/02/2025
Registration status Terminated
ADV Location MIAMI BEACH, FL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 26,092,391
of that, discretionary 26,092,391
Number of Employees 21
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 26,092,391
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

Advisory Activities

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

26M 22M 19M 15M 11M 7M 4M
2021 2022 2023 2024
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 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 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 HORIZON CAPITAL MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.6m #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 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 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 FIDUCIARY CONSULTING GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM14.7b #Funds-
Adviser IDX ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM128.1m #Funds-
Adviser MERCATOR INVESTMENT 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 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-

Brochure Summary