Investment adviser · CRD 148217

KNELMAN ASSET MANAGEMENT GROUP, LLC

Investment adviser filing (IA)

· Form ADV filed Jun 17, 2015

Regulatory AUM
$42M
Form ADV · Item 5.F
Client accounts
29
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

1 Private fund

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

RANCHO PARTNERS IVenture Capital Fund · Last reported Jun 17, 2015$1.43MGross asset value
Auditor WIPFLI EDINA, Minnesota, United States
Custodian US BANK MINNEAPOLIS, Minnesota, 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
805-8030587415
Reported beneficial owners
20
Minimum commitment
$50K

Form ADV 929472 · Jun 17, 2015 · 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 17, 2015. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

CRD 148217

Filing source

Form ADV 929472 · Jun 17, 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.