Investment adviser · CRD 144822
DAVIDSHAREK.COM
Investment adviser filing (IA)
SHAREKS, LLC
NEW YORK, NY, United States · Form ADV filed Feb 28, 2012
- Regulatory AUM
- $5.34M Form ADV · Item 5.F
- Client accounts
- 50 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: Feb 28, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Subscription
Principal office
230 E. 30TH STREET, SUITE 12CNEW YORK, NY, 10016, United States
CRD 144822
Filing source
Form ADV 613192 · Feb 28, 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.