Investment adviser · CRD 172572

SOURCE EXCHANGE TRADED INVESTMENTS LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 30, 2015

Regulatory AUM
$38.4M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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, 2015. View historical filings

Reported services

Investment company portfolio management

Compensation

Percentage of assets

Principal office

125 PARK AVENUE, 25TH FLOOR
NEW YORK, NY, 10017, United States

CRD 172572

Filing source

Form ADV 895063 · Mar 30, 2015 · 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.