| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 08/27/2018 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 150,873,657 16% |
| of that, discretionary | 150,873,657 16% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,508,690 5% |
| % High Net Worth | 60.47% 18% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Performance-based fees
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date09/08/2023 | 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 FITHIAN LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM136.2m | #Funds- | |
| Adviser TRANSFORM WEALTH, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM3.4b | #Funds- | |
| Adviser JOHNSON INVESTMENT COUNSEL, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM23.0b | #Funds- | |
| Adviser NORDWAND ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM4.0b | #Funds- | |
| Adviser GRIFFIN FAMILY PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM283.9m | #Funds- | |
| Adviser MJP WEALTH ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.6b | #Funds- | |
| Adviser FOCUSED ALPHA, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM663.9m | #Funds- | |
| Adviser BLACKHILL CAPITAL, INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.0b | #Funds- | |
| Adviser CREATIVE PLANNING | Hedge Fund- | Liquidity Fund- | Private Equity Fund197.4m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV197.4m | AUM295.6b | #Funds6 | |
| Adviser PINE RIDGE ADVISERS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund59.2m | Total Private Fund GAV59.2m | AUM14.4b | #Funds1 |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$12,508,743 | % Position9.00% | $ Change19.00% | # Change4.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$13,036,464 | % Position9.00% | $ Change19.00% | # Change4.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$11,114,207 | % Position8.00% | $ Change28.00% | # Change3.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$8,160,559 | % Position6.00% | $ Change4.00% | # Change3.00% |
| Stck TickerN07059210 | Stock NameASML HLDG NV | $ Position$6,394,060 | % Position5.00% | $ Change19.00% | # Change-21.00% |
| Stck Ticker038222105 | Stock NameAPPLIED MATLS INC | $ Position$5,387,073 | % Position4.00% | $ Change67.00% | # Change-21.00% |
| Stck Ticker57636Q104 | Stock NameMASTERCARD INCORPORATED | $ Position$4,539,710 | % Position3.00% | $ Change5.00% | # Change2.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$3,616,342 | % Position3.00% | $ Change22.00% | # Change9.00% |
| Stck Ticker512807306 | Stock NameLAM RESEARCH CORP | $ Position$4,042,969 | % Position3.00% | $ Change99.00% | # Change-2.00% |
| Stck Ticker025816109 | Stock NameAMERICAN EXPRESS CO | $ Position$4,066,780 | % Position3.00% | $ Change11.00% | # Change-1.00% |