Investment adviser · CRD 109418
FAN ASSET MANAGEMENT LLC
Investment adviser filing (IA)
· Form ADV filed Mar 31, 2020
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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 |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $0 | Not reported |
Filing source
Form ADV 1408762 · Mar 31, 2020 · 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 31, 2020. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Security ratings · Market timing
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
CRD 109418
Filing source
Form ADV 1408762 · Mar 31, 2020 · 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.