Investment adviser · CRD 131000
KNOX CAPITAL ADVISORS, LLC
Investment adviser filing (IA)
DRAPER, UT, United States · Form ADV filed Mar 29, 2018
- Regulatory AUM
- $41.8M Form ADV · Item 5.F
- Client accounts
- 169 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| High-net-worth individuals | 78 | $41,402,297 | 99.1% |
| Individuals | 11 | $377,399 | 0.9% |
| Charities | Fewer than 5 | Not reported | Not reported |
| Corporations & businesses | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1184252 · Mar 29, 2018 · 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
3 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.
KNOX OPPORTUNITY FUND, LPPrivate Equity Fund · Last reported Mar 29, 2018$4.56MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-6554906037
- Reported beneficial owners
- 20
- Minimum commitment
- $40K
- Form D file number
- 021-158647
Form ADV 1184252 · Mar 29, 2018 · 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.
KNOX PRIME FUND, LLCHedge Fund · Last reported Mar 29, 2018$371KGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
HAYNIE & COMPANY
PCAOB 457
Fund details & source
- Fund ID
- 805-1771515508
- Reported beneficial owners
- 73
- Minimum commitment
- $40K
- Form D file number
- 021-158455
Form ADV 1184252 · Mar 29, 2018 · 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.
ALPINE STRATEGIC FUND, LLCPrivate Equity Fund · Last reported Apr 23, 2012$2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-3723655943
- Reported beneficial owners
- 8
- Minimum commitment
- $100K
Form ADV 642420 · Apr 23, 2012 · 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: Mar 29, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
13961 S. MINUTEMAN DRIVE, SUITE 300DRAPER, UT, 84020, United States
CRD 131000
Filing source
Form ADV 1184252 · Mar 29, 2018 · 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.