EUDAIMONIA ASSET MANAGEMENT, LLC
Adviser information for EUDAIMONIA ASSET MANAGEMENT, LLC last updated from Form ADV on March 18th, 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 | Tennessee, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 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 | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | BASIS POINT PLATFORM FEE |
Identifiers
| SEC RIA File Number | 801-114588 |
|---|---|
| SEC ERA File Number | 801-114588 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299379 |
| Legal Entity Identifier | None |
Principal Office
1791 BYPASS RDWINCHESTER
TN
United States
Monday - Friday, 8:30-5:00
Tel: 931-968-1127, Fax: None
Chief Compliance Officer
NOLAN HUGHES
CHIEF COMPLIANCE OFFICER
1791 BYPASS ROAD
WINCHESTER
TN
United States
Tel:
(903)748-0413
N******@****************M
(Full email address available in API data)
Industry Affiliates
| EUDAIMONIA ADVISORS LLC | Other investment adviser, including financial planners |
| EUDAIMONIA PARTNERS, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GOODSON, JOHN, CURRIER | Individual | – | PRESIDENT | 11/2018 | < 5% |
| EUDAIMONIA GROUP LLC | Domestic Entity | – | OWNER | 03/2020 | 50-75% |
| GOODSON, JOHN, CURRIER | Individual | EUDAIMONIA GROUP LLC | MEMBER | 05/2019 | 50-75% |
| POORE, SCOTT, ELLIOTT | Individual | – | PARTNER | 03/2020 | 10-25% |
| Wilson, James, P. | Individual | – | PARTNER | 03/2020 | 10-25% |
| LFP CAPITAL LTD. | Domestic Entity | – | PARTNER | 03/2020 | 10-25% |
| SMITH, TONYA, DALMA | Individual | – | DIRECTOR OF OPERATIONS | 07/2022 | < 5% |
| HUGHES, NOLAN, BLAKE | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2022 | < 5% |