DOUBLE I INVESTMENTS, LLC
Adviser information for DOUBLE I INVESTMENTS, LLC last updated from Form ADV on January 24th, 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 | Utah, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 4 | $50,000 |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $50,000 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $50,000 |
| 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 |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 50,000 |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| DOUBLE I INVESTMENTS, LLC WRAP FEE PROGRAM | DOUBLE I INVESTMENTS, LLC |
Identifiers
| SEC RIA File Number | 801-122088 |
|---|---|
| SEC ERA File Number | 801-122088 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315372 |
| Legal Entity Identifier | None |
Principal Office
1815 E 10980 SSANDY
UT
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 385-528-4042, Fax: N/A
Websites
Chief Compliance Officer
REBECCA ANN MALMROSE
CHIEF COMPLIANCE OFFICER
1815 E 10980 S
SANDY
UT
United States
Tel:
385-528-4042
Fax:
N/A
R***************@********M
(Full email address available in API data)
Industry Affiliates
| JOHN HOUGHTON | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HOUGHTON, JOHN, PYPER | Individual | – | MEMBER & PRESIDENT | 07/2020 | 50-75% |
| SLATER, JOSHUA, GARTH | Individual | – | MEMBER & CFO | 07/2020 | 10-25% |
| MALMROSE, REBECCA, ANN | Individual | – | MEMBER & CHIEF COMPLIANCE OFFICER | 07/2020 | 10-25% |