Investment adviser · CRD 124463
DERBEND ASSET MANAGEMENT
Investment adviser filing (IA)
DAM2019, LLC
PEACHTREE CITY, GA, United States · Form ADV filed Feb 15, 2024
- Regulatory AUM
- $290M Form ADV · Item 5.F
- Client accounts
- 1,003 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| High-net-worth individuals | 67 | $213,350,430 | 73.5% |
| Individuals | 310 | $63,605,682 | 21.9% |
| Retirement plans | 11 | $13,172,201 | 4.5% |
Filing source
Form ADV 1820560 · Feb 15, 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 15, 2024. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
525 CLUBHOUSE DRIVE, SUITE 100PEACHTREE CITY, GA, 30269, United States
CRD 124463
Filing source
Form ADV 1820560 · Feb 15, 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.