Investment adviser · CRD 309646
KERSHNER STRATEGIC OPPORTUNITY ADVISORS, LLC
Investment adviser filing (IA)
AUSTIN, TX, United States · Form ADV filed Mar 31, 2023
- Regulatory AUM
- $168M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 0 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 |
|---|---|---|---|
| Corporations & businesses | Fewer than 5 | $168,147,297 | 100.0% |
Filing source
Form ADV 1727853 · Mar 31, 2023 · 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, 2023. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
1825-B, KRAMER LANE, SUITE 200AUSTIN, TX, 78758, United States
CRD 309646
Filing source
Form ADV 1727853 · Mar 31, 2023 · 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.