HUMAN INTEREST ADVISORS LLC
Adviser information for HUMAN INTEREST ADVISORS LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 366,293 | $3.4B |
| Non-Discretionary | 0 | $0 |
| Total | 366,293 | $3.4B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 366,241 | $3.3B |
| HNW Individuals | 52 | $126.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 22,042 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 14725 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-100429 |
|---|---|
| SEC ERA File Number | 801-100429 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 269875 |
| Legal Entity Identifier | None |
Principal Office
655 MONTGOMERY ST.SUITE 1800
SAN FRANCISCO
CA
United States
Monday - Friday, 9 AM - 5 PM
Tel: (855) 622-7824, Fax: None
Chief Compliance Officer
KRISTIN BURNETT
CHIEF COMPLIANCE OFFICER
655 MONTGOMERY ST.
SUITE 1800
SAN FRANCISCO
CA
United States
Tel:
(855) 622-7824
K**************@************************M
(Full email address available in API data)
Regulatory Contact
KLINTON MIYAO
HEAD OF HUMAN INTEREST ADVISORS LLC
655 MONTGOMERY ST.
SUITE 1800
SAN FRANCISCO
CA
United States
Tel:
(855) 622-7824
K************@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HUMAN INTEREST INC. | Domestic Entity | – | MEMBER | 06/2015 | > 75% |
| MIYAO, KLINTON, SATOMI | Individual | – | MANAGER | 05/2021 | < 5% |
| BURNETT, KRISTIN, LOUISE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |
| HOLMES, CHRISTOPHER, TINSLEY | Individual | – | MANAGER | 07/2023 | < 5% |