Investment adviser · CRD 152541

INDEX MANAGEMENT SOLUTIONS, LLC

Investment adviser filing (IA)

PHILADELPHIA, PA, United States · Form ADV filed Dec 3, 2015

Regulatory AUM
$23.5M
Form ADV · Item 5.F
Client accounts
5
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 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.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 3, 2015. View historical filings

Reported services

Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

2005 MARKET STREET, SUITE 2020
PHILADELPHIA, PA, 19103, United States

CRD 152541

Filing source

Form ADV 960069 · Dec 3, 2015 · 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.