{{ Info.Overview }}

Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 10/10/2002
ADV Location COLUMBUS, IN, United States
Contact Info 812 xxxxxxx
Websites
AUM* 540,005,756 20%
of that, discretionary 429,462,556 28%
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 5,294,174 20%
% High Net Worth 83.33% -1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

429M 368M 307M 245M 184M 123M 61M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
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 HUDSON VALUE PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund4.9m Total Private Fund GAV4.9m AUM678.3m #Funds1
Adviser EQ WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund27.6m Total Private Fund GAV27.6m AUM941.7m #Funds1
Adviser PERSONAL FINANCIAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM505.2m #Funds-
Adviser 1230 ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM106.2m #Funds-
Adviser HOLT CAPITAL PARTNERS, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund28.2m Total Private Fund GAV28.2m AUM1.1b #Funds1
Adviser TSCHETTER GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund81.5m Total Private Fund GAV81.5m AUM2.4b #Funds1
Adviser STRATIS CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM507.5m #Funds-
Adviser MAGUIRE INVESTMENTS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM253.2m #Funds-
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 BANTAMAC CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM224.7m #Funds-