Investment adviser · CRD 154685
KLEOSSUM, INC.
Investment adviser filing (IA)
CONWAY, NH, United States · Form ADV filed Jun 25, 2012
- Regulatory AUM
- $37M Form ADV · Item 5.F
- Client accounts
- 100 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: Jun 25, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
53 TECHNOLOGY LANECONWAY, NH, 03818, United States
CRD 154685
Filing source
Form ADV 655386 · Jun 25, 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.