ASHTREE BLOCK VENTURES LLC
Adviser information for ASHTREE BLOCK VENTURES LLC last updated from Form ADV on February 27th, 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 | Wyoming, United States |
Employees
Total Number of Employees | 4 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | No |
---|
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
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 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
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Compensation | % of AUM |
Principal Office
680 S CACHE STREET SUITE 100-7414JACKSON
WY
United States
Monday - Friday, 8:00AM-5:00PM
Tel: 8882748703, Fax: 8885519375
Websites
Chief Compliance Officer
CANDY EMNAS-PRISNO
220 E. ILLINOIS ST., UNIT 4201
CHICAGO
IL
United States
Tel:
8186348887
C****@************G
(Full email address available in API data)
Regulatory Contact
ELISEO JOJO PRISNO
MANAGING DIRECTOR
220 E. ILLINOIS ST., UNIT 4201
CHICAGO
IL
United States
Tel:
7734906191
J***@************G
(Full email address available in API data)
Industry Affiliates
P/E CAPITAL INVESTMENTS | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
PRISNO, ELISEO JOJO, LUCERO | Individual | – | MANAGING DIRECTOR | 08/2022 | 50-75% |
Emnas Prisno, Candy, Loreto | Individual | – | CCO | 08/2022 | 10-25% |