Adviser Profile
| As of Date | 07/13/2024 |
| Registration status | Terminated |
| ADV Location | SEATTLE, WA, United States |
| Contact Info | 202 xxxxxxx |
| Websites |
| AUM* | 377,728 454% |
| of that, discretionary | 377,728 454% |
| Number of Employees | 26 -49% |
| of those in investment advisory functions | -100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 106 680% |
| 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
- Fixed fees (other than subscription fees)
Reported AUM
378K
324K
270K
216K
162K
108K
54K
2022
2023
2024
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 HYVE | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM7.3k | #Funds- | |
| Adviser MAGNIFI | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.1m | #Funds- | |
| Adviser DINERAZO INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM7.5k | #Funds- | |
| Adviser SCOUT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM798.4k | #Funds- | |
| Adviser WEALTHUP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.5k | #Funds- | |
| Adviser GIRAFFE INVEST | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM14.3k | #Funds- | |
| Adviser FOLLOW RIA | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM31.3k | #Funds- | |
| Adviser DOUBLE I INVESTMENTS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM50.0k | #Funds- | |
| Adviser STACKWELL | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.3m | #Funds- | |
| Adviser UNEST ADVISERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM45.6m | #Funds- |