FIGURE 8 INVESTMENT STRATEGIES LLC
Adviser information for FIGURE 8 INVESTMENT STRATEGIES LLC last updated from Form ADV on March 13th, 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 | Idaho, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 400 | $166.4M |
| Non-Discretionary | 0 | $0 |
| Total | 400 | $166.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 124 | $25.5M |
| HNW Individuals | 107 | $123.3M |
| 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 | 10 | $17.0M |
| 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 | <5 | $649,898 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-120489 |
|---|---|
| SEC ERA File Number | 801-120489 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282973 |
| Legal Entity Identifier | None |
Principal Office
1410 W WASHINGTON STBOISE
ID
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: (208) 385-0078, Fax: None
Chief Compliance Officer
LISA MICHELE LEFF COOPER
CEO
1410 W WASHINGTON ST
BOISE
ID
United States
Tel:
(208) 385-0078
L***@*******************M
(Full email address available in API data)
Regulatory Contact
AHMED ALJUBOORI
INVESTMENT ASSOCIATE
1410 W WASHINGTON ST
BOISE
ID
United States
Tel:
(208) 385-0078
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 |
|---|---|---|---|---|---|
| COOPER, LISA, MICHELE | Individual | – | CEO AND CHIEF COMPLIANCE OFFICER | 04/2016 | > 75% |
| Aljuboori, Ahmed | Individual | – | ANALYST | 01/2021 | 5-10% |
| Stright, Travis, John | Individual | – | ADVISOR | 01/2022 | 5-10% |