Investment adviser · CRD 322774
POOLIT FUND MANAGEMENT, LLC
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Sep 12, 2024
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 4 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 |
|---|---|---|---|
| Investment companies | 2 | Not reported | Not reported |
Filing source
Form ADV 1901293 · Sep 12, 2024 · 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: Sep 12, 2024. View historical filings
Reported services
Investment company portfolio management
Compensation
Percentage of assets
Principal office
111 NE 1ST STREET, 8TH FLOOR #8958MIAMI, FL, 33132, United States
CRD 322774
Filing source
Form ADV 1901293 · Sep 12, 2024 · 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.