Investment adviser · CRD 152553
SWEDAN INVESTMENT MANAGEMENT
Investment adviser filing (IA)
OUTSTANDING VALUE FINANCIAL MANAGEMENT, LLC
· Form ADV filed Aug 27, 2012
- Regulatory AUM
- $56M Form ADV · Item 5.F
- Client accounts
- 59 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SWEDAN INVESTMENT FUND LLCHedge Fund · Last reported Aug 27, 2012$4.2MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- No
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740
Fund details & source
- Fund ID
- 805-2122886935
- Reported beneficial owners
- 16
- Minimum commitment
- $25K
- Form D file number
- 021-175729
Form ADV 666494 · Aug 27, 2012 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 27, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
CRD 152553
Filing source
Form ADV 666494 · Aug 27, 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.