BESTIGE HOLDINGS, LLC
Adviser information for BESTIGE HOLDINGS, LLC last updated from Form ADV on March 29th, 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 | 11 |
|---|---|
| Investment Advisory/Research | 4 |
| 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 | 9 | $362.4M |
| Non-Discretionary | 0 | $0 |
| Total | 9 | $362.4M |
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 | 9 | $362.4M |
| 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 pooled investment vehicles |
|---|---|
| Compensation | Performance-based feesMONITORING FEE & TRANSACTION FEE |
Identifiers
| SEC RIA File Number | 801-128508 |
|---|---|
| SEC ERA File Number | 801-128508 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305343 |
| Legal Entity Identifier | None |
Principal Office
15 RED HAWK LANEPARK CITY
UT
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 312-405-7521, Fax: None
Chief Compliance Officer
KIMBERLY MYLES
CHIEF FINANCIAL OFFICER
PO BOX 74586
PHOENIX
AZ
United States
Tel:
(508) 562-7159
K*****@******************M
(Full email address available in API data)
Regulatory Contact
NATHAN RICHEY
FOUNDER, MANAGING PARTNER
15 RED HAWK LANE
PARK CITY
UT
United States
Tel:
(312) 405-7521
N******@******************M
(Full email address available in API data)
Industry Affiliates
| BESTIGE GENERAL PARTNER I, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BESTIGE GENERAL PARTNER II, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BESTIGE GENERAL PARTNER III, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BESTIGE GENERAL PARTNER IV, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BESTIGE GENERAL PARTNER V, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| BESTIGE GENERAL PARTNER VI, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| IHS HOLDINGS LLC | Private Equity Fund | $122.1M | $0.1M | 40 |
| IRNS HOLDINGS, LLC | Private Equity Fund | $12.7M | $0.1M | 89 |
| NATIONAL WASTE, L.P. | Private Equity Fund | $94.2M | $0.1M | 30 |
| NPW, L.P. | Private Equity Fund | $50.6M | $0.1M | 36 |
| RMSS, L.P. | Private Equity Fund | $19.5M | $0.1M | 40 |
| UTNS HOLDINGS, LLC | Private Equity Fund | $63.3M | $0.1M | 63 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BESTIGE PARTNERS, LLC | Domestic Entity | – | MANAGING MEMBER | 01/2017 | > 75% |
| RICHEY, NATHAN, RYAN | Individual | – | FOUNDER; MANAGING PARTNER | 01/2017 | < 5% |
| RICHEY, NATHAN, RYAN | Individual | BESTIGE PARTNERS, LLC | MEMBER | 01/2017 | 25-50% |
| MYLES, KIMBERLY, ANN | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2022 | < 5% |