REEDMARK ADVISORS, LLC
Adviser information for REEDMARK ADVISORS, LLC 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 | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $28.4M |
| Non-Discretionary | 16 | $303.1M |
| Total | 19 | $331.5M |
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 | 18 | $329.1M |
| Charitable organizations | <5 | $2.4M |
| 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 | Portfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)RETIREMENT PLAN ASSESSMENT SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesTHIRD PARTY ADVISER FEE |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-80791 |
|---|---|
| SEC ERA File Number | 801-80791 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173760 |
| Legal Entity Identifier | None |
Principal Office
92 EAST MAIN STREETSUITE 203
SOMERVILLE
NJ
United States
Monday - Friday, 9:00 AM - 6:00 PM
Tel: 908-300-5292, Fax: None
Websites
Chief Compliance Officer
ANTHONY JOSEPH PASCAZIO
MANAGING MEMBER & CCO
92 EAST MAIN STREET
SUITE 203
SOMERVILLE
NJ
United States
Tel:
908-705-1893
A********@***********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 |
|---|---|---|---|---|---|
| PASCAZIO, ANTHONY, JOSEPH | Individual | – | MANAGING MEMBER & CCO | 10/2014 | > 75% |