PREMIS ADVISORS, LLC
Adviser information for PREMIS 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 | Georgia, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| 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 | 70 | $28.6M |
| Non-Discretionary | 90 | $145.5M |
| Total | 160 | $174.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 7 | $170.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $3.3M |
| Pension and profit sharing plans | 0 | $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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-113471 |
|---|---|
| SEC ERA File Number | 801-113471 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 283679 |
| Legal Entity Identifier | None |
Principal Office
3344 PEACHTREE ROAD, NESUITE 800
ATLANTA
GA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 678-666-5380, Fax: 678-666-5378
Websites
Chief Compliance Officer
BRADLEY T. CHITTY
CIO, CEO
3344 PEACHTREE ROAD, NE
SUITE 800
ATLANTA
GA
United States
Tel:
678-666-5380
Fax:
678-666-5378
B*******@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PREMIS HOUND LABS SPV - ALLOCATIONS FUNDS LLC | Venture Capital Fund | $0.8M | $0.0M | 8 |
| PREMIS MASTER LP | FUND OF FUND FOR PE | $2.6M | $0.0M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHITTY, BRADLEY, THOMAS | Individual | – | FOUNDER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | 03/2016 | > 75% |