ILLUMINE INVESTMENT MANAGEMENT, LLC
Adviser information for ILLUMINE INVESTMENT MANAGEMENT, LLC last updated from Form ADV on February 28th, 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 | Washington, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| 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 | 289 | $188.7M |
| Non-Discretionary | 0 | $0 |
| Total | 289 | $188.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 58 | $35.1M |
| HNW Individuals | 24 | $118.3M |
| Banking or thrift institutions | <5 | $33.8M |
| 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 | <5 | $757,991 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $757,756 |
| 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 | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-120043 |
|---|---|
| SEC ERA File Number | 801-120043 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311661 |
| Legal Entity Identifier | None |
Principal Office
900 WINSLOW WAY EASTSUITE 300
BAINBRIDGE ISLAND
WA
United States
Monday - Friday, 8AM TO 4PM
Tel: 424-322-7500, Fax: None
Chief Compliance Officer
AMY K. HOLLOWAY
900 WINSLOW WAY EAST
SUITE 300
BAINBRIDGE ISLAND
WA
United States
Tel:
424-322-7500
A**@*****************M
(Full email address available in API data)
Regulatory Contact
IVAN JEVREMOVIC
MEMBER
900 WINSLOW WAY EAST
SUITE 300
BAINBRIDGE ISLAND
WA
United States
Tel:
424-322-7500
I***@*****************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 |
|---|---|---|---|---|---|
| MCCOMSEY, MARK, EDWARD | Individual | – | MEMBER | 11/2020 | 50-75% |
| JEVREMOVIC, IVAN | Individual | – | MEMBER | 11/2020 | 25-50% |
| Holloway, Amanda, K | Individual | – | CCO | 11/2020 | < 5% |