| As of Date | 01/23/2026 |
| Registration | SEC, Approved, 03/25/2022 |
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| ADV Location | BLOOMINGTON, IN, United States |
| Contact Info | 812 xxxxxxx |
| Websites |
| AUM* | 200,198,285 19% |
| of that, discretionary | 167,214,889 31% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 512,016 12% |
| % High Net Worth | 60.98% 7% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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 ARDENT 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- | AUM327.0m | #Funds- | |
| Adviser VIRGINIA WEALTH MANAGEMENT GROUP, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM393.8m | #Funds- | |
| Adviser DIMENSIONS 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- | AUM152.1m | #Funds1 | |
| Adviser ALPHACORE CAPITAL LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM9.0b | #Funds- | |
| Adviser PENNSYLVANIA 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- | AUM848.6m | #Funds- | |
| Adviser HUNTER CAPITAL MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund16.3m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV16.3m | AUM1.1b | #Funds1 | |
| Adviser SIHARUM ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM687.5m | #Funds- | |
| Adviser 15 EQUITY | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM135.9m | #Funds- | |
| Adviser ATON FINANCIAL LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund172.0m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV172.0m | AUM600.9m | #Funds5 | |
| Adviser PURSINO ADVISORY GROUP LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM19.4m | #Funds- |