Investment adviser · CRD 312664
MAKARA
Investment adviser filing (IA)
ARGONAUT ASSET MANAGEMENT INC.
NEW YORK, NY, United States · Form ADV filed Dec 21, 2022
- Regulatory AUM
- $13M Form ADV · Item 5.F
- Client accounts
- 7,716 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Individuals | 7,707 | $12,798,620 | 98.7% |
| Corporations & businesses | 9 | $174,050 | 1.3% |
Filing source
Form ADV 1695932 · Dec 21, 2022 · 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: Dec 21, 2022. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
27 WEST 23RD STREET, 6TH FLOORNEW YORK, NY, 10010, United States
CRD 312664
Filing source
Form ADV 1695932 · Dec 21, 2022 · 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.