PROCURE ETFS
PROCUREAM LLC Legal Name
Adviser information for PROCURE ETFS last updated from Form ADV on February 1st, 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 | OCTOBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 0 |
| 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 | 2 | $36.5M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $36.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $36.5M |
| 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 investment companies |
|---|---|
| Compensation | % of AUM |
Principal Office
16 FIREBUSH ROADLEVITTOWN
PA
United States
Monday - Friday, 9-5
Tel: 215-486-7242, Fax: 267-585-3195
Chief Compliance Officer
PAUL GORBATY
3 SPRINGBROOK PL
LIVINGSTON
NJ
United States
Tel:
973-714-5636
M*********@*************M
(Full email address available in API data)
Regulatory Contact
ANDREW CHANIN
CEO
16 FIREBUSH ROAD
LEVITTOWN
PA
United States
Tel:
215-801-9782
A************@************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 |
|---|---|---|---|---|---|
| TULL, ROBERT, STANLEY | Individual | – | PRESIDENT | 02/2017 | < 5% |
| CHANIN, ANDREW | Individual | – | CEO | 12/2017 | < 5% |
| PROCURE HOLDINGS, LLC | Domestic Entity | – | HOLDING COMPANY | 05/2018 | > 75% |
| CHANIN, ANDREW | Individual | PROCURE HOLDINGS, LLC | MANAGING MEMBER | 05/2018 | > 75% |
| GORBATY, PAUL | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |