TRANEL INTELLIGENT INVESTING, LLC
Adviser information for TRANEL INTELLIGENT INVESTING, LLC last updated from Form ADV on January 30th, 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 | Illinois, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-129399 |
|---|---|
| SEC ERA File Number | 801-129399 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328546 |
| Legal Entity Identifier | None |
Principal Office
1509 N MILWAUKEE AVELIBERTYVILLE
IL
United States
Monday - Friday, 8AM TO 5PM M-TH, 8AM TO 3PM F
Tel: 847-680-9073, Fax: None
Websites
Chief Compliance Officer
JENNA BRADFORD
PRESIDENT
1509 N MILWAUKEE AVE
LIBERTYVILLE
IL
United States
Tel:
847-680-9073
J****@*****************************M
(Full email address available in API data)
Regulatory Contact
ROCH TRANEL
CHIEF EXECUTIVE OFFICER
1509 N MILWAUKEE AVE
LIBERTYVILLE
IL
United States
Tel:
847-680-9073
R***@******************M
(Full email address available in API data)
Industry Affiliates
| LIBERTY ONE INVESTMENT MANAGEMENT | Other investment adviser, including financial planners |
| THE TRANEL GROUP, LLC | Other investment adviser, including financial planners |
| WARHAWK ONE CAPITAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TRANEL, ROCH, RICHARD | Individual | – | CHIEF EXECUTIVE OFFICER | 07/2023 | < 5% |
| Bradford, JENNA, T | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 07/2023 | < 5% |
| 818, INC. | Domestic Entity | – | HOLDING COMPANY | 07/2023 | > 75% |
| TRANEL, ROCH, RICHARD | Individual | 818, INC. | OWNER | 09/2018 | > 75% |