Investment adviser · CRD 139722

KEVIN CLARIDAY INVESTMENT ADVISOR

Investment adviser filing (IA)

KEVIN PATRICK CLARIDAY

· Form ADV filed Jan 6, 2017

Regulatory AUM
$30M
Form ADV · Item 5.F
Client accounts
54
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
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: Jan 6, 2017. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

CRD 139722

Filing source

Form ADV 1061098 · Jan 6, 2017 · 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.