Investment adviser · CRD 114315
MIMOSA INVESTMENT MANAGEMENT, LLC
Investment adviser filing (IA)
WINSTON-SALEM, NC, United States · Form ADV filed Mar 6, 2012
- Regulatory AUM
- $40.9M Form ADV · Item 5.F
- Client accounts
- 78 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 6, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
4400 SILAS CREEK PARKWAY, SUITE 104WINSTON-SALEM, NC, 27104, United States
CRD 114315
Filing source
Form ADV 611610 · Mar 6, 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.