Koi Portfolio Management, LLC
Koi Portfolio Management, LLC is an SEC-registered ria with $50.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Koi Portfolio Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310421, data through 2021-03-18.
- AUM (assets under management / regulatory AUM)
- $50.8M (2021-03-18)
- Firm type
- Ria
- Employees
- 2
- Clients
- 45
- CRD
- 310421
- Ownership
- WINN, CHRISTOPHER, EDWARD; RIA VENTURES, LLC; LACQUEMENT, GORDON, RICHARD; Lacquement, Heidi, Marie
How much AUM does Koi Portfolio Management, LLC have?
Koi Portfolio Management, LLC reported $50.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2021-03-18).
Who owns Koi Portfolio Management, LLC?
Disclosed owners and executives of Koi Portfolio Management, LLC include WINN, CHRISTOPHER, EDWARD, RIA VENTURES, LLC, LACQUEMENT, GORDON, RICHARD, Lacquement, Heidi, Marie. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.