Investment adviser · CRD 125888

SUNLAKE INVESTMENT MANAGEMENT

Investment adviser filing (IA)

JOHN H VINEYARD

· Form ADV filed Feb 21, 2017

Regulatory AUM
$22.7M
Form ADV · Item 5.F
Client accounts
53
Accounts, not individual clients
Employees
1
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: Feb 21, 2017. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly

Principal office

CRD 125888

Filing source

Form ADV 1074486 · Feb 21, 2017 · 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.