Investment adviser · CRD 309393
2ND VOTE ADVISERS, LLC.
Investment adviser filing (IA)
· Form ADV filed May 31, 2023
- Regulatory AUM
- $69.7M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $44,300,000 | 63.6% |
| Charities | Fewer than 5 | $20,400,000 | 29.3% |
| Other investment advisers | Fewer than 5 | $5,000,000 | 7.2% |
Filing source
Form ADV 1766211 · May 31, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 31, 2023. View historical filings
Reported services
Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
CRD 309393
Filing source
Form ADV 1766211 · May 31, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.