Investment adviser · CRD 315752
THEMATIC INVESTMENTS, LLC
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed Mar 24, 2023
- Regulatory AUM
- $8.71M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Investment companies | 1 | $8,706,701 | 100.0% |
Filing source
Form ADV 1715985 · Mar 24, 2023 · 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 24, 2023. View historical filings
Reported services
Investment company portfolio management
Compensation
Not reported in these imported fields
Principal office
6201 COLLEGE BLVD, 7TH FLOOROVERLAND PARK, KS, 66211, United States
CRD 315752
Filing source
Form ADV 1715985 · Mar 24, 2023 · 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.