| As of Date | 12/13/2025 |
| Registration status | Terminated |
| ADV Location | NEWPORT BEACH, CA, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 128,212 -22% |
| of that, discretionary | 0 |
| Number of Employees | 79 -1% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 128,212 -22% |
| SMA’s | Yes |
| Private Funds | 0 |
- State or municipal government entities
- Pension consulting services
- A percentage of assets under your management
- Performance-based 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 SUNFLOWER WEALTH ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM812.8m | #Funds- | |
| Adviser FIDUCIARY ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM520.2m | #Funds- | |
| Adviser NUTTER INVESTMENT ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM3.0b | #Funds- | |
| Adviser BNY MELLON SECURITIES CORPORATION | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM8.4b | #Funds- | |
| Adviser ATLAS ASSET MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM700.6m | #Funds- | |
| Adviser POPULAR ASSET MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund111.5m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV111.5m | AUM3.7b | #Funds1 | |
| Adviser SENTINEL PENSION ADVISORS, LLC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM11.9b | #Funds- | |
| Adviser ENHANCED CAPITAL PARTNERS, LLC | Hedge Fund502.7m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV502.7m | AUM785.9m | #Funds5 | |
| Adviser NEZU ASIA 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- | AUM64.7m | #Funds- | |
| Adviser CAMPBELL GLOBAL | Hedge Fund309.9m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV309.9m | AUM7.0b | #Funds4 |