Investment adviser · CRD 304035
FNZ ADVISERS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Feb 27, 2024
- Regulatory AUM
- $61M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Corporations & businesses | Fewer than 5 | $60,982,982 | 100.0% |
Filing source
Form ADV 1822479 · Feb 27, 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2024. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
441 9TH AVE, FLOOR 25NEW YORK, NY, 10001, United States
CRD 304035
Filing source
Form ADV 1822479 · Feb 27, 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.