HEDONOVA ADVISORS LLC
Adviser information for HEDONOVA ADVISORS 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 | Delaware, United States |
Employees
| Total Number of Employees | 22 |
|---|---|
| Investment Advisory/Research | 16 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4,768 | $823.8M |
| Non-Discretionary | 0 | $0 |
| Total | 4,768 | $823.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 4,717 | $411.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 41 | $65.5M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $16.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $310.0M |
| Corporations or other businesses | <5 | $20.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128783 |
|---|---|
| SEC ERA File Number | 801-128783 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324941 |
| Legal Entity Identifier | None |
Principal Office
784 S. CLEARWATER LOOP # 4107POST FALLS
ID
United States
Monday - Friday, 9-5
Tel: 213-340-1334, Fax: None
Chief Compliance Officer
GENEVIEVETTE WALKER-LIGHTFOOT
5457 TWIN KNOLLS RD SUITE 300
COLUMBIA
MD
United States
Tel:
443-936-5622
G***********@**********O
(Full email address available in API data)
Regulatory Contact
VIDA ANTONIJEVIC
LEGAL ASSOCIATE
THE GREEN STE B
8
DOVER
DE
United States
Tel:
213 340 1334
V***@**********O
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HEDONOVA LLC | Hedge Fund | $823.8M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Cavendish, Alexander | Individual | – | DIRECTOR | 10/2022 | 10-25% |
| Kumar, Munish | Individual | – | MANAGING DIRECTOR | 01/2023 | > 75% |
| Bannerjee, Suman | Individual | – | DIRECTOR | 01/2023 | 10-25% |
| Walker-Lightfoot, Genevievette, Elvira | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | < 5% |
| Mohata, Shantam | Individual | – | INVESTMENT ADVISOR | 03/2023 | < 5% |