BEMANAGED
ACTIUM LLC Legal Name
Adviser information for BEMANAGED last updated from Form ADV on March 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| 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 | 1,269 | $392.9M |
| Non-Discretionary | 1 | $904,042 |
| Total | 1,270 | $393.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,144 | $247.3M |
| HNW Individuals | 126 | $146.5M |
| 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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-70678 |
|---|---|
| SEC ERA File Number | 801-70678 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 140099 |
| Legal Entity Identifier | None |
Principal Office
4280 CASCADE ROAD SEGRAND RAPIDS
MI
United States
Monday - Friday, 9 AM - 4 PM
Tel: 616.871.0751, Fax: 616.741.1366
Chief Compliance Officer
JONATHON WHALEY
4280 CASCADE ROAD SE
GRAND RAPIDS
MI
United States
Tel:
616.871.0751
Fax:
616.741.1366
J*********@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WHALEY, JONATHON, EARL | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2015 | 50-75% |
| JANDASEK, JAY, CHRISTOPHER | Individual | – | LEAD PORTFOLIO MANAGER | 09/2011 | 50-75% |