Investment adviser · CRD 154968
MELROE, DAVID J.
Investment adviser filing (IA)
MELROE, DAVID JAMES
· Form ADV filed Mar 8, 2012
- Regulatory AUM
- $115M Form ADV · Item 5.F
- Client accounts
- 1 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: Mar 8, 2012. View historical filings
Reported services
Business portfolio management
Compensation
Fixed
Principal office
CRD 154968
Filing source
Form ADV 621416 · Mar 8, 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.