Investment adviser · CRD 173161

ATLAS WEALTH MANAGEMENT GROUP, LLC

Investment adviser filing (IA)

LAGUNA HILLS, CA, United States · Form ADV filed Dec 4, 2015

Regulatory AUM
$13.2M
Form ADV · Item 5.F
Client accounts
70
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

2 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.

PRIMORIS INCOME FUND, LLCReal Estate Fund · Last reported Dec 4, 2015$3.2MGross asset value

Form D fundraising filings

PRIMORIS INCOME FUND, LLC

Auditor HASKELL AND WHITE IRVINE, California, United States
Custodian BANK OF AMERICA IRVINE, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1955742618
Reported beneficial owners
19
Minimum commitment
$25K
Form D file number
021-247142

Form ADV 960851 · Dec 4, 2015 · 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.

CENSUS MULTI-FAMILY FUND LVN, LLCReal Estate Fund · Last reported Dec 4, 2015$987KGross asset value

Form D fundraising filings

CENSUS MULTI FAMILY FUND LVN, LLC

Auditor HASKELL AND WHITE IRVINE, California, United States
Custodian BANK OF AMERICA IRVINE, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4242652688
Reported beneficial owners
7
Minimum commitment
$50K
Form D file number
021-246849

Form ADV 960851 · Dec 4, 2015 · 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: Dec 4, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

23046 AVENIDA DE LA CARLOTA, #150
LAGUNA HILLS, CA, 92653, United States

CRD 173161

Filing source

Form ADV 960851 · Dec 4, 2015 · 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.