Investment adviser · CRD 113621
PARTNERVEST ADVISORY SERVICES LLC
Investment adviser filing (IA)
SANTA BARBARA, CA, United States · Form ADV filed Mar 30, 2021
- Regulatory AUM
- $135K Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 0 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 | 6 | $135,225 | 100.0% |
Filing source
Form ADV 1518591 · Mar 30, 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: Mar 30, 2021. View historical filings
Reported services
Individual portfolio management
Compensation
Not reported in these imported fields
Principal office
360 S. HOPE AVENUE, SUITE C210SANTA BARBARA, CA, 93105, United States
CRD 113621
Filing source
Form ADV 1518591 · Mar 30, 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.