BLEDSOE ASSET MANAGEMENT, LLC
Adviser information for BLEDSOE ASSET MANAGEMENT, LLC last updated from Form ADV on February 6th, 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 | Arizona, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| 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 | 641 | $146.8M |
| Non-Discretionary | 0 | $0 |
| Total | 641 | $146.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 252 | $101.8M |
| HNW Individuals | 32 | $45.0M |
| 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 | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-121349 |
|---|---|
| SEC ERA File Number | 801-121349 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 145943 |
| Legal Entity Identifier | None |
Principal Office
1500 E. BETHANY HOME RD.SUITE 100
PHOENIX
AZ
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 602-595-2324, Fax: 866-835-0886
Websites
Chief Compliance Officer
FRANK R. JACKSON
MANAGER
1500 E. BETHANY HOME RD.
SUITE 100
PHOENIX
AZ
United States
Tel:
602-595-2324
Fax:
866-835-0886
S***@*************M
(Full email address available in API data)
Regulatory Contact
RULA HUBER
ADVISORY REPRESENTATIVE
1500 E. BETHANY HOME RD
SUITE 100
PHOENIX
AZ
United States
Tel:
602-595-2324
Fax:
866-835-0886
R***@*************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 |
|---|---|---|---|---|---|
| JACKSON, FRANK, ROSS | Individual | – | MANAGER, CHIEF COMPLIANCE OFFICER | 01/2018 | > 75% |