Investment adviser · CRD 165220
ACADEMY INVESTMENT MANAGEMENT LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 27, 2019
- Regulatory AUM
- $627M Form ADV · Item 5.F
- Client accounts
- 6 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 9 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 |
|---|---|---|---|
| Pooled investment vehicles | 6 | $627,435,000 | 100.0% |
Filing source
Form ADV 1298589 · Mar 27, 2019 · 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
3 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.
AIM QUANTITATIVE GLOBAL SF II LTD.Hedge Fund · Last reported Mar 27, 2019$174MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON CAYMAN ISLANDS
PCAOB 248
GRANT THORNTON LLP
PCAOB 248
MORGAN STANLEY & CO. LLC
SEC 8-15869
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
Fund details & source
- Fund ID
- 805-8348577406
- Reported beneficial owners
- 2
- Minimum commitment
- $1M
Form ADV 1298589 · Mar 27, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ACADEMY QUANTITATIVE GLOBAL FUND LPHedge Fund · Last reported Mar 27, 2019$39.9MGross asset value
Form D fundraising filings
Academy Quantitative Global Fund LP
Feeder funds
- ACADEMY QUANTITATIVE GLOBAL FUND LTD.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
MORGAN STANLEY & CO. LLC
SEC 8-15869
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
Fund details & source
- Fund ID
- 805-2275332632
- Reported beneficial owners
- 14
- Minimum commitment
- $1M
- Form D file number
- 021-165669
Form ADV 1298589 · Mar 27, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AIM QUANTITATIVE GLOBAL SF LPHedge Fund · Last reported Mar 31, 2014$23.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MORGAN STANLEY & CO. LLC
SEC 8-15869
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
Fund details & source
- Fund ID
- 805-3773134808
- Reported beneficial owners
- 2
- Minimum commitment
- $7M
- Form D file number
- 021-179710
Form ADV 804605 · Mar 31, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2019. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
900 THIRD AVENUE, SUITE 1100BNEW YORK, NY, 10022, United States
CRD 165220
Filing source
Form ADV 1298589 · Mar 27, 2019 · 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.