ARCHITECT EQUITY

ARCHITECT EQUITY MANAGEMENT LLC Legal Name

Adviser information for ARCHITECT EQUITY last updated from Form ADV on March 28th, 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 17
Investment Advisory/Research 17
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 2 $102.2M
Non-Discretionary 0 $0
Total 2 $102.2M

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 2 $102.2M
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 % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-129923
SEC ERA File Number 801-129923
SEC CIK Numbers None
SEC CRD Numbers 328703
Legal Entity Identifier None

Principal Office

2101 E. EL SEGUNDO BLVD, SUITE 503
EL SEGUNDO
CA
United States
Monday - Friday, 9AM-5PM PT
Tel: 708-529-9665, Fax: None

Chief Compliance Officer

RAYMOND CHO
GENERAL COUNSEL
2101 E EL SEGUNDO BLVD
SUITE 503
EL SEGUNDO
CA
United States
Tel: 310-504-3760
(Full email address available in API data)

Industry Affiliates

ARCHITECT EQUITY 2019 LLC Sponsor, GP, manager of pooled investment vehicles
RESURGENT EQUITY PARTNERS LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
ARCHITECT EQUITY HOLDINGS LLC Private Equity Fund $90.8M $0.0M 10
TRUSTED QUALITY LLC Private Equity Fund $11.4M $0.0M 2

Control Persons

Name Type Entity Title Since Ownership
YOOK, JISANG, JAY Individual MEMBER 12/2017 50-75%
Lucchesi, Dionisio Individual MEMBER 12/2017 25-50%
Cho, Raymond Individual CHIEF COMPLIANCE OFFICER 03/2024 < 5%

No. Employees, Historic

201002024202517 on 3/18/202417 on 3/28/2024

RAUM, Historic

200M100M020242025102160000 on 3/18/2024102160000 on 3/28/2024

No. Clients, Historic

1050202420252 on 3/18/20242 on 3/28/2024