SIGNET PRIVATE WEALTH, LLC
Adviser information for SIGNET PRIVATE WEALTH, LLC last updated from Form ADV on March 10th, 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 | Delaware, 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 | 1 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 204 | $127.8M |
| Non-Discretionary | 54 | $15.9M |
| Total | 258 | $143.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 42 | $11.4M |
| HNW Individuals | 32 | $122.9M |
| 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 | <5 | $9.4M |
| 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 | <5 | $14,279 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-128034 |
|---|---|
| SEC ERA File Number | 801-128034 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 290029 |
| Legal Entity Identifier | None |
Principal Office
150 S WACKER DRIVESUITE 2400
CHICAGO
IL
United States
Monday - Friday, 8 AM - 4 PM
Tel: (312) 796-7546, Fax: (312) 796-7546
Chief Compliance Officer
JONATHAN B SPENCER
MANAGING MEMBER
150 S WACKER DRIVE
SUITE 2400
CHICAGO
IL
United States
Tel:
(312) 796-7546
Fax:
(312) 796-7546
J*******@****************M
(Full email address available in API data)
Industry Affiliates
| MEDINAH ROAD DEVELOPMENT COMPANY LLC | Sponsor or syndicator of limited partnerships |
| RIVERSIDE PETROLEUM LLC | Sponsor or syndicator of limited partnerships |
| TWENDE TAX & ADVISORY SERVICES LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Laughlin, Thomas, John | Individual | ANDIAMO VENTO LLC | MEMBER | 01/2019 | 50-75% |
| TWENDE INVESTMENT GROUP LLC | Domestic Entity | – | OWNER | 08/2017 | > 75% |
| Spencer, Jonathan, Bruce | Individual | TWENDE INVESTMENT GROUP LLC | MANAGING MEMBER | 08/2013 | 25-50% |
| ANDIAMO VENTO LLC | Domestic Entity | TWENDE INVESTMENT GROUP LLC | MEMBER | 01/2019 | 25-50% |
| LICCAR, MICHAEL, JAMES | Individual | ANDIAMO VENTO LLC | MEMBER | 01/2019 | 50-75% |
| VENTURA, DAVID, ANDREW | Individual | TWENDE INVESTMENT GROUP LLC | MEMBER | 01/2020 | 25-50% |
| BLUE LAKE CAPITAL, LLC | Domestic Entity | TWENDE INVESTMENT GROUP LLC | OWNER | 01/2020 | 25-50% |
| VENTURA, DAVID, ANDREW | Individual | BLUE LAKE CAPITAL, LLC | OWNER | 01/2020 | |
| Spencer, Jonathan, Bruce | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2023 | < 5% |