POPLAR ADVISORY, LLC

Adviser information for POPLAR ADVISORY, LLC last updated from Form ADV on April 6th, 2023. 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 Delaware, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
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 0 $0
Non-Discretionary 0 $0
Total 0 $0

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

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation Fixed fees

Identifiers

SEC RIA File Number 801-127358
SEC ERA File Number 801-127358
SEC CIK Numbers None
SEC CRD Numbers 324306
Legal Entity Identifier None

Principal Office

1007 MANSELL RD
SUITE A555
ROSWELL
GA
United States
Monday - Friday, 9:00 - 5:00
Tel: 404-369-3930, Fax: N/A

Chief Compliance Officer

KRISTEN VOIGTSBERGER
3820 MANSELL ROAD
SUITE 100
ALPHARETTA
GA
United States
Tel: 6103226422
(Full email address available in API data)

Regulatory Contact

DAVID MARTIN
CONSULTANT
530 E 76TH ST.
APT 30H
NEW YORK
NY
United States
Tel: 6195695797
(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
VOIGTSBERGER, KRISTEN, ELIZABETH Individual CHIEF COMPLIANCE OFFICER 01/2023 < 5%
Weinstein, Lior Individual CHIEF EXECUTIVE OFFICER 12/2022 < 5%
POPLAR TECHNOLOGIES, INC. Domestic Entity MEMBER 12/2022 > 75%
Weinstein, Lior Individual POPLAR TECHNOLOGIES, INC. OWNER 01/2022 25-50%
Bos, Genevieve, Tondi Individual POPLAR TECHNOLOGIES, INC. OWNER 01/2022 25-50%

No. Employees, Historic

1050202320242 on 1/20/20232 on 2/2/20232 on 4/6/2023

RAUM, Historic

000202320240 on 1/20/20230 on 2/2/20230 on 4/6/2023