Investment adviser · CRD 285611
SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC
Investment adviser filing (IA)
MONTEBELLO, NY, United States · Form ADV filed Mar 15, 2024
- Regulatory AUM
- $18.9M Form ADV · Item 5.F
- Client accounts
- 93 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 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 | 59 | $11,316,344 | 59.8% |
| High-net-worth individuals | Fewer than 5 | $4,965,331 | 26.2% |
| Retirement plans | Fewer than 5 | $2,654,420 | 14.0% |
Filing source
Form ADV 1846004 · Mar 15, 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: Mar 15, 2024. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
400 RELLA BOULEVARD, SUITE 157MONTEBELLO, NY, 10901, United States
CRD 285611
Filing source
Form ADV 1846004 · Mar 15, 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.