Investment adviser · CRD 321083

ARTEGIUS CAPITAL INC.

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

LINDON, UT, United States · Form ADV filed Feb 6, 2024

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

1 Private fund

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

ARTEGIUS INCOME AND GROWTH FUND, LLCOther Private Fund · Last reported Feb 6, 2024$22.5MGross asset value
Auditor SQUIRE & COMPANY, PC OREM, Utah, United States
Custodian CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States Related to adviser: No
Prime broker CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

SQUIRE & COMPANY, PC
PCAOB 507

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

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

Fund details & source
Fund ID
805-3560235758
Reported beneficial owners
0
Minimum commitment
$250K

Form ADV 1820829 · Feb 6, 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.

Services & filing details

Most recent filing: Feb 6, 2024. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

53 W 650 N
LINDON, UT, 84042, United States

CRD 321083

Filing source

Form ADV 1820829 · Feb 6, 2024 · 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.