Adviser Profile

As of Date 07/16/2026
Registration SEC, Approved, 03/28/2017
Other registrations (1)
ADV Location LOS ANGELES, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 60 -39%
of those in investment advisory functions 27 -25%
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
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 FINEQUITIES LLC 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 ALAIA CAPITAL, LLC 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 TRUST ADVISORS 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 POOLIT FUND MANAGEMENT, LLC 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 SPARI, INC. 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 ADAMS FUNDS ADVISERS 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 1291 GROUP OF THE AMERICAS 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 LIBRETTO 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 WEALTHSHIELD LLC 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 CETERA ADVISORY SERVICES LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM- #Funds-

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker464288513 Stock NameiShares Tr $ Position$13,762,917 % Position10.00% $ Change750.00% # Change746.00%
Stck Ticker78468R622 Stock NameSPDR Series Trust $ Position$12,908,569 % Position9.00% $ Change # Change
Stck Ticker464288281 Stock NameiShares Tr $ Position$10,379,837 % Position8.00% $ Change # Change
Stck Ticker464287226 Stock NameiShares Tr $ Position$9,673,711 % Position7.00% $ Change # Change
Stck Ticker92206C870 Stock NameVanguard Scottsdale Fds $ Position$8,925,456 % Position7.00% $ Change # Change
Stck Ticker78468R408 Stock NameSPDR Series Trust $ Position$8,191,919 % Position6.00% $ Change # Change
Stck Ticker464287242 Stock NameiShares Tr $ Position$7,726,192 % Position6.00% $ Change # Change
Stck Ticker921937835 Stock NameVanguard BD Index FDS $ Position$7,250,926 % Position5.00% $ Change # Change
Stck Ticker464287176 Stock NameiShares Tr $ Position$4,812,841 % Position4.00% $ Change # Change
Stck Ticker464287440 Stock NameiShares Tr $ Position$5,449,975 % Position4.00% $ Change # Change