WILDERMUTH ADVISORY, LLC
  • WILDERMUTH ADVISORY, LLC

Adviser Profile

As of Date 12/24/2023
Registration status Terminated
ADV Location PONTE VEDRA BEACH, FL, United States
Contact Info 678 xxxxxxx
Websites
AUM* 121,456,840 -16%
of that, discretionary 121,456,840 -16%
Number of Employees 5 -17%
of those in investment advisory functions 4 -33%
Private Fund GAV* 0
Avg Account Size 121,456,840 -16%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

180M 154M 129M 103M 77M 51M 26M
2016 2017 2018 2019 2020 2021 2022 2023
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 NORTH COUNTRY INVESTMENT ADVISERS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM124.9m #Funds-
Adviser BISHOP STREET CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM166.5m #Funds-
Adviser COMMUNITY DEVELOPMENT FUND ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM326.4m #Funds-
Adviser LONG SHORT ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM154.2m #Funds-
Adviser PRIMARK ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM371.6m #Funds-
Adviser CHANGE FINANCE Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM131.1m #Funds-
Adviser WAVELENGTH 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- AUM104.0m #Funds-
Adviser LEATHERBACK 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- AUM35.0m #Funds-
Adviser IRONCLAD INVESTMENTS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM217.9m #Funds-
Adviser BYW Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM113.2m #Funds-