Investment adviser · CRD 120742
BIECHELE ROYCE ADVISORS, INC.
Investment adviser filing (IA)
FISHERS, IN, United States · Form ADV filed Jun 26, 2024
- Regulatory AUM
- $660M Form ADV · Item 5.F
- Client accounts
- 679 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 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 |
|---|---|---|---|
| Individuals | 465 | $325,520,749 | 49.3% |
| High-net-worth individuals | 191 | $275,930,941 | 41.8% |
| Retirement plans | 23 | $58,390,332 | 8.8% |
Filing source
Form ADV 1885670 · Jun 26, 2024 · 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 fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
EAGLE INCOME FUND, LLCPrivate Equity Fund · Last reported Jun 26, 2024$16.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
THOMAS FAUST, CPA
PCAOB 6479
Fund details & source
- Fund ID
- 805-2084050933
- Reported beneficial owners
- 93
- Minimum commitment
- $50K
- Form D file number
- 021-1626851
Form ADV 1885670 · Jun 26, 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.
IRONWOOD INCOME FUND, LLC.Private Equity Fund · Last reported Jun 26, 2024$11.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
THOMAS FAUST, CPA
PCAOB 6479
Fund details & source
- Fund ID
- 805-3296417563
- Reported beneficial owners
- 89
- Minimum commitment
- $50K
- Form D file number
- 021-1828553
Form ADV 1885670 · Jun 26, 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.
BAY POINT INCOME FUNDPrivate Equity Fund · Last reported Jun 26, 2024$9.91MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
THOMAS FAUST, CPA
PCAOB 6479
Fund details & source
- Fund ID
- 805-4135969574
- Reported beneficial owners
- 68
- Minimum commitment
- $50K
Form ADV 1885670 · Jun 26, 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.
EAGLE INCOME FUND III, LLC.Private Equity Fund · Last reported Jun 26, 2024$8.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
THOMAS FAUST, CPA
PCAOB 6479
Fund details & source
- Fund ID
- 805-2418306014
- Reported beneficial owners
- 77
- Minimum commitment
- $50K
Form ADV 1885670 · Jun 26, 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.
OVATION INCOME FUND, LLCPrivate Equity Fund · Last reported Jun 26, 2024$492KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
THOMAS FAUST, CPA
PCAOB 6479
Fund details & source
- Fund ID
- 805-6454456677
- Reported beneficial owners
- 65
- Minimum commitment
- $50K
Form ADV 1885670 · Jun 26, 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.
SUNRISE INCOME FUND, LLCPrivate Equity Fund · Last reported Aug 21, 2019$4.99MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
THOMAS FAUST, CPA
PCAOB 6479
Fund details & source
- Fund ID
- 805-1407335147
- Reported beneficial owners
- 45
- Minimum commitment
- $50K
Form ADV 1341008 · Aug 21, 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.
EAGLE INCOME II FUND, LLCPrivate Equity Fund · Last reported Mar 2, 2022$3.38MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
THOMAS FAUST, CPA
PCAOB 6479
Fund details & source
- Fund ID
- 805-3939737214
- Reported beneficial owners
- 25
- Minimum commitment
- $50K
Form ADV 1602688 · Mar 2, 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: Jun 26, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
11634 MAPLE STREET, SUITE 300FISHERS, IN, 46038, United States
CRD 120742
Filing source
Form ADV 1885670 · Jun 26, 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.