Investment adviser · CRD 122213

GREER CAPITAL ADVISORS, LLC

Investment adviser filing (IA)

BIRMINGHAM, AL, United States · Form ADV filed Jun 15, 2012

Regulatory AUM
$59.6M
Form ADV · Item 5.F
Client accounts
3
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WHITECAP ALABAMA GROWTH FUND II, LLCOther Private Fund · Last reported Jun 15, 2012$21.9MGross asset value
Auditor HOLTZMAN, MOELLENBERG, PANOZZO & PERKINS, L.L.P. AUSTIN, Texas, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4430572963
Reported beneficial owners
5
Minimum commitment
$1M

Form ADV 643572 · Jun 15, 2012 · 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.

BIRMINGHAM TECHNOLOGY FUND, L.P.Venture Capital Fund · Last reported Jun 15, 2012$21.4MGross asset value
Auditor WARREN, AVERETT, KIMBROUGH, & MARINO, LLC BIRMINGHAM, Alabama, United States
Custodian STERNE AGEE TRUST COMPANY BIRMINGHAM, Alabama, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6625698512
Reported beneficial owners
27
Minimum commitment
$100K

Form ADV 643572 · Jun 15, 2012 · 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.

S.C.O.U.T. HEALTHCARE FUND, L.P.Venture Capital Fund · Last reported Jun 15, 2012$16.3MGross asset value
Auditor WARREN, AVERETT, KIMBROUGH, & MARINO, LLC BIRMINGHAM, Alabama, United States
Custodian STERNE AGEE TRUST COMPANY BIRMINGHAM, Alabama, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9281718007
Reported beneficial owners
60
Minimum commitment
$100K

Form ADV 643572 · Jun 15, 2012 · 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 15, 2012. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

2200 WOODCREST PLACE, SUITE 309
BIRMINGHAM, AL, 35209, United States

CRD 122213

Filing source

Form ADV 643572 · Jun 15, 2012 · 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.