Investment adviser · CRD 285442
CREDITEASE WEALTH MANAGEMENT (USA) LIMITED
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 29, 2022
- Regulatory AUM
- $46.7M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 3 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 |
|---|---|---|---|
| Pooled investment vehicles | 1 | $46,726,538 | 100.0% |
Filing source
Form ADV 1600383 · Mar 29, 2022 · 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: Mar 29, 2022. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
500 7TH AVENUE, 8TH FLOORNEW YORK, NY, 10018, United States
CRD 285442
Filing source
Form ADV 1600383 · Mar 29, 2022 · 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.