Investment adviser · CRD 312803
NEURAVEST RESEARCH INC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Jul 22, 2021
- Regulatory AUM
- $12.7M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 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 | Fewer than 5 | $10,500,000 | 83.0% |
| Pooled investment vehicles | 1 | $1,500,000 | 11.9% |
| Corporations & businesses | Fewer than 5 | $650,000 | 5.1% |
Filing source
Form ADV 1554472 · Jul 22, 2021 · 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: Jul 22, 2021. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
3333 PIEDMONT ROAD, NE, SUITE #775ATLANTA, GA, 30305, United States
CRD 312803
Filing source
Form ADV 1554472 · Jul 22, 2021 · 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.