Investment adviser · CRD 226757
SEMITA ASSET MANAGEMENT
Investment adviser filing (IA)
SEMITA ASSET MANAGEMENT LLC
HOUSTON, TX, United States · Form ADV filed Mar 16, 2021
- Regulatory AUM
- $69.3M Form ADV · Item 5.F
- Client accounts
- 190 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 | 34 | $56,335,288 | 81.3% |
| High-net-worth individuals | 34 | $11,541,700 | 16.7% |
| Retirement plans | Fewer than 5 | $740,267 | 1.1% |
| Corporations & businesses | Fewer than 5 | $667,262 | 1.0% |
Filing source
Form ADV 1512350 · Mar 16, 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 16, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5847 SAN FELIPE, 17TH FLOORHOUSTON, TX, 77057, United States
CRD 226757
Filing source
Form ADV 1512350 · Mar 16, 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.