Investment adviser · CRD 151762

ANDINA ADVISORS

Investment adviser filing (IA)

ANDINA CAPITAL MANAGEMENT, LLC

LOGAN, UT, United States · Form ADV filed Jul 2, 2026

Regulatory AUM: $1.26B
Client accounts: 4,262
Employees: 13
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	223	$831,756,670	65.9%
Corporations & businesses	68	$208,681,626	16.5%
Individuals	409	$139,376,971	11.0%
Retirement plans	10	$57,193,309	4.5%
Insurance companies	Fewer than 5	$24,441,939	1.9%

Filing source

Form ADV 2117488 · Jul 2, 2026 · 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

9 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ANDINA PRIVATE CREDIT STRATEGIES, LPHedge Fund · Last reported Jan 14, 2026$42.4MGross asset value

Fund administrator TMF GROUP CARLSBAD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor TANNER LLC LEHI, Utah, United States

Custodian CHARLES SCHWAB & CO., INC. OMAHA, Nebraska, United States Related to adviser: No

Prime broker CHARLES SCHWAB & CO., INC. OMAHA, Nebraska, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

TANNER LLC
PCAOB 270

CHARLES SCHWAB & CO., INC.
SEC 8-16514

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

Fund details & source

Fund ID: 805-7941488844
Reported beneficial owners: 37
Minimum commitment: $250K

Form ADV 2040711 · Jan 14, 2026 · 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.

ANDINA GLOBAL STRATEGIES FUNDHedge Fund · Last reported Feb 8, 2024$39.1MGross asset value

Fund administrator PARTNERSADMIN LLC CARLSBAD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor TANNER LLC LEHI, Utah, United States

Custodian TD AMERITRADE CLEARING, INC. OMAHA, Nebraska, United States Related to adviser: No

Prime broker TD AMERITRADE CLEARING, INC. OMAHA, Nebraska, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

TANNER LLC
PCAOB 270

TD AMERITRADE CLEARING, INC.
SEC 8-16335

TD AMERITRADE CLEARING, INC.
CRD 5633 · SEC 8-16335

Fund details & source

Fund ID: 805-4143986551
Reported beneficial owners: 23
Minimum commitment: $250K

Form ADV 1822753 · Feb 8, 2024 · 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.

ANDINA GLOBAL RESEARCH FUND, LPHedge Fund · Last reported Feb 3, 2022$19.8MGross asset value

Fund administrator PARTNERS ADMIN, LLC CARLSBAD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WISAN SMITH PRESCOTT AND RACKER, LLP SALT LAKE CITY, Utah, United States

Custodian TD AMERITRADE CLEARING, INC. OMAHA, Nebraska, United States Related to adviser: No

Prime broker TD AMERITRADE CLEARING, INC. OMAHA, Nebraska, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WISAN SMITH PRESCOTT AND RACKER, LLP
PCAOB 374

TD AMERITRADE CLEARING, INC.
SEC 8-16335

TD AMERITRADE CLEARING, INC.
CRD 5633 · SEC 8-16335

Fund details & source

Fund ID: 805-1197501267
Reported beneficial owners: 14
Minimum commitment: $1M

Form ADV 1599706 · Feb 3, 2022 · 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.

ANDINA PERFORMEX SERIES OF COPPERSTONE MULTI-SERIES IDF LPHedge Fund · Last reported Mar 13, 2025$18MGross asset value

Fund administrator MG STOVER DENVER, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MCGLADREY LLP CHICAGO, Illinois, United States

Custodian CHARLES SCHWAB & CO., INC. OMAHA, Nebraska, United States Related to adviser: No

Prime broker CHARLES SCHWAB & CO., INC. OMAHA, Nebraska, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

MCGLADREY LLP
PCAOB 49

CHARLES SCHWAB & CO., INC.
SEC 8-16514

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

Fund details & source

Fund ID: 805-2573692680
Reported beneficial owners: 1
Minimum commitment: $1M

Form ADV 1955875 · Mar 13, 2025 · 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.

ANDINA ABSOLUTE RETURN FUND, LPHedge Fund · Last reported Feb 3, 2022$14.5MGross asset value

Fund administrator ASSET ALLOCATION CONSULTANTS TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WISAN SMITH PRESCOTT AND RACKER, LLP SALT LAKE CITY, Utah, United States

Custodian TD AMERITRADE CLEARING, INC. OMAHA, Nebraska, United States Related to adviser: No

Prime broker TD AMERITRADE CLEARING, INC. OMAHA, Nebraska, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WISAN SMITH PRESCOTT AND RACKER, LLP
PCAOB 374

TD AMERITRADE CLEARING, INC.
SEC 8-16335

TD AMERITRADE CLEARING, INC.
CRD 5633 · SEC 8-16335

Fund details & source

Fund ID: 805-8278241709
Reported beneficial owners: 13
Minimum commitment: $1M

Form ADV 1599706 · Feb 3, 2022 · 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.

THE K FUND III, LPPrivate Equity Fund · Last reported Mar 13, 2025$11.1MGross asset value

Fund administrator HC GLOBAL FUND SERVICES, LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor FRANK, RIMERMAN + CO. LLP SAN JOSE, California, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

FRANK, RIMERMAN + CO. LLP
PCAOB 1596

Fund details & source

Fund ID: 805-3070005847
Reported beneficial owners: 38
Minimum commitment: $1M

Form ADV 1955875 · Mar 13, 2025 · 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.

ANDINA ALTERNATIVE ASSET FUND, LPHedge Fund · Last reported Feb 3, 2022$9.59MGross asset value

Fund administrator ASSET ALLOCATION CONSULTANTS TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WISAN SMITH PRESCOTT AND RACKER, LLP SALT LAKE CITY, Utah, United States

Custodian TD AMERITRADE CLEARING, INC. OMAHA, Nebraska, United States Related to adviser: No

Prime broker TD AMERITRADE CLEARING, INC. OMAHA, Nebraska, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WISAN SMITH PRESCOTT AND RACKER, LLP
PCAOB 374

TD AMERITRADE CLEARING, INC.
SEC 8-16335

TD AMERITRADE CLEARING, INC.
CRD 5633 · SEC 8-16335

Fund details & source

Fund ID: 805-9496117207
Reported beneficial owners: 9
Minimum commitment: $1M

Form ADV 1599706 · Feb 3, 2022 · 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: Jul 2, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1300 N 200 E, SUITE 112
LOGAN, UT, 84341, United States

CRD 151762

Filing source

Form ADV 2117488 · Jul 2, 2026 · 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.