| As of Date | 09/29/2026 |
| Registration | SEC, Approved, 02/09/2015 |
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| ADV Location | INDIANAPOLIS, IN, United States |
| Contact Info | 317 xxxxxxx |
| Websites |
| AUM* | 2,107,948,395 2% |
| of that, discretionary | 1,134,112,973 35% |
| Number of Employees | 15 25% |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,282,987 -12% |
| % High Net Worth | 71.31% 47% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| 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 BRIGHTSIDE PARTNERS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM853.1m | #Funds- | |
| Adviser PARK PIEDMONT ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.0b | #Funds- | |
| Adviser CONSTELLATION WEALTH ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund1.2b | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund25.1m | Total Private Fund GAV1.2b | AUM5.4b | #Funds5 | |
| Adviser BLUEPOINTE 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- | AUM838.1m | #Funds- | |
| Adviser CERTUITY, LLC | Hedge Fund101.4m | Liquidity Fund- | Private Equity Fund679.2m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund137.3m | Total Private Fund GAV918.0m | AUM3.3b | #Funds34 | |
| Adviser REQUISITE CAPITAL MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund160.3m | Total Private Fund GAV160.3m | AUM2.4b | #Funds2 | |
| Adviser THE CLARIUS GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM4.7b | #Funds- | |
| Adviser ROSE CAPITAL ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund8.8m | Total Private Fund GAV8.8m | AUM608.3m | #Funds2 | |
| Adviser LADD 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- | AUM176.6m | #Funds- | |
| Adviser INSCRIPTION CAPITAL, LLC | 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- |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker58844R108 | Stock NameMERCHANTS BANCORP IND | $ Position$1,311,997,130 | % Position57.00% | $ Change-2.00% | # Change0.00% |
| Stck Ticker25434V872 | Stock NameDIMENSIONAL ETF TRUST | $ Position$152,464,002 | % Position7.00% | $ Change-18.00% | # Change-14.00% |
| Stck Ticker25434V104 | Stock NameDIMENSIONAL ETF TRUST | $ Position$104,237,605 | % Position5.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker25434V799 | Stock NameDIMENSIONAL ETF TRUST | $ Position$85,840,428 | % Position4.00% | $ Change4.00% | # Change3.00% |
| Stck Ticker25434V401 | Stock NameDIMENSIONAL ETF TRUST | $ Position$76,102,498 | % Position3.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker25434V724 | Stock NameDIMENSIONAL ETF TRUST | $ Position$45,361,474 | % Position2.00% | $ Change-7.00% | # Change-7.00% |
| Stck Ticker25434V583 | Stock NameDIMENSIONAL ETF TRUST | $ Position$53,012,344 | % Position2.00% | $ Change | # Change |
| Stck Ticker25434V732 | Stock NameDIMENSIONAL ETF TRUST | $ Position$42,511,321 | % Position2.00% | $ Change1.00% | # Change3.00% |
| Stck Ticker25434V864 | Stock NameDIMENSIONAL ETF TRUST | $ Position$38,048,234 | % Position2.00% | $ Change0.00% | # Change3.00% |
| Stck Ticker25434V500 | Stock NameDIMENSIONAL ETF TRUST | $ Position$41,443,715 | % Position2.00% | $ Change-7.00% | # Change-1.00% |