| As of Date | 03/29/2026 |
| Registration | SEC, Approved, 01/03/2012 |
| ADV Location | COTTONWOOD HEIGHTS, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 520,231,740 29% |
| of that, discretionary | 0 |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,289,853 -79% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name SANVILLE & COMPANY, LLC | Filing Date08/21/2025 | Form ADV-E View Report |
| Accounting Firm Name SANVILLE & COMPANY, LLC | Filing Date12/02/2024 | Form ADV-E View Report |
| Accounting Firm Name SANVILLE & COMPANY | Filing Date11/07/2023 | Form ADV-E View Report |
| 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 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 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 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 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 KOLL BREN SCHREIBER REALTY ADVISORS, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM128.2k | #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 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 |