Investment adviser · CRD 150605
QUEENS OAK ADVISORS
Investment adviser filing (IA)
CAMG SOLAMERE MANAGEMENT, LLC
CHARLOTTE, NC, United States · Form ADV filed Nov 23, 2021
- Regulatory AUM
- $578M Form ADV · Item 5.F
- Client accounts
- 451 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 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 | 116 | $398,700,388 | 69.0% |
| Corporations & businesses | 8 | $154,240,928 | 26.7% |
| Individuals | 67 | $25,029,211 | 4.3% |
Filing source
Form ADV 1579738 · Nov 23, 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: Nov 23, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
6101 CARNEGIE BOULEVARD, SUITE 360CHARLOTTE, NC, 28209, United States
CRD 150605
Filing source
Form ADV 1579738 · Nov 23, 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.