DIGIT ADVISORS, LLC
Adviser information for DIGIT ADVISORS, LLC last updated from Form ADV on March 15th, 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 | 15 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| 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 | 72,558 | $33.1M |
| Non-Discretionary | 0 | $0 |
| Total | 72,558 | $33.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 48,586 | $33.1M |
| 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 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-117679 |
|---|---|
| SEC ERA File Number | 801-117679 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305799 |
| Legal Entity Identifier | None |
Principal Office
100 PINE STREET20TH FLOOR
SAN FRANCISCO
CA
United States
Monday - Friday, 9AM-5PM
Tel: 888-322-3103, Fax: None
Websites
Chief Compliance Officer
KATHLEEN LAYTON
2 CIRCLE STAR WAY
SAN CARLOS
CA
United States
Tel:
650-272-1576
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 |
|---|---|---|---|---|---|
| OPORTUN FINANCIAL CORPORATION | Domestic Entity | OPORTUN, INC. | SOLE MEMBER | 12/2021 | > 75% |
| Ma, Annie | Individual | – | PRESIDENT, SECRETARY, AND TREASURER | 05/2023 | < 5% |
| OPORTUN, INC. | Domestic Entity | – | OWNER | 01/2024 | > 75% |
| Layton, Kathleen | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |