Adviser Profile

As of Date 01/22/2026
Registration SEC, Approved, 04/16/2015
Other registrations (1)
ADV Location RENO, NV, United States
Contact Info 775 xxxxxxx
Websites
AUM* 180,000 -88%
of that, discretionary 180,000 -88%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 180,000 -64%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

10M 9M 7M 6M 4M 3M 1M
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 VERIDIEN GLOBAL INVESTORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM23.2m #Funds-
Adviser TINDERWEALTH Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM10.0m #Funds-
Adviser MRP CURRENCY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM193.5k #Funds-
Adviser ANOROC ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM826.5k #Funds-
Adviser SOUTHWESTERN MONEY MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM48.3m #Funds-
Adviser SIGNALS MATTER ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM106.3k #Funds-
Adviser MALATAI CAPITAL LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund422.5k Other Fund- Total Private Fund GAV845.0k AUM65.0m #Funds1
Adviser THE FIRM INCORPORATED Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM135.0m #Funds-
Adviser CROSS ISLAND ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM453.0m #Funds-
Adviser HERITAGE CAPITAL ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.3b #Funds-

Brochure Summary