INDIGO GLOBAL ADVISORS, LLC
Adviser information for INDIGO GLOBAL 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-113062 |
|---|---|
| SEC ERA File Number | 802-113062 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 167509 |
| Legal Entity Identifier | None |
Principal Office
3636 BIRCH STREETSUITE 260
NEWPORT BEACH
CA
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 310-773-4190, Fax: None
Websites
Chief Compliance Officer
BRENT EDWARD CAREY
MANAGER
3636 BIRCH STREET
SUITE 260
NEWPORT BEACH
CA
United States
Tel:
310-773-4190
B*****@***********M
(Full email address available in API data)
Industry Affiliates
| IGI PARTNERS I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IGI PARTNERS II PF, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IGI PARTNERS II, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| INDIGO PC-III PRIVATE ACCOUNT I, L.P. | Private Equity Fund | $3.9M | $1.0M | 1 |
| INDIGO PRIVATE CREDIT FUND II, LP | Private Equity Fund | $1.8M | $0.3M | 3 |
| INDIGO PRIVATE CREDIT FUND III, L.P. | Private Equity Fund | $2.0M | $1.0M | 1 |
| INDIGO PRIVATE CREDIT FUND, LP | Private Equity Fund | $1.1M | $1.0M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| INDIGO PARTNERSHIP HOLDINGS, L.P. | Domestic Entity | – | SOLE MEMBER | 05/2013 | > 75% |
| INDIGO GLOBAL INVESTORS, LLC | Domestic Entity | INDIGO PARTNERSHIP HOLDINGS, L.P. | GENERAL PARTNER | 05/2013 | |
| KITE, MICHAEL, EUGENE | Individual | INDIGO PARTNERSHIP HOLDINGS, L.P. | LIMITED PARTNER | 05/2017 | 50-75% |
| CAREY, BRENT, EDWARD | Individual | – | COMPANY OFFICER | 05/2013 | < 5% |
| CAREY, BRENT, EDWARD | Individual | INDIGO PARTNERSHIP HOLDINGS, L.P. | LIMITED PARTNER | 05/2017 | 25-50% |
| KITE, MICHAEL, EUGENE | Individual | INDIGO GLOBAL INVESTORS, LLC | MEMBER | 05/2017 | 50-75% |
| CAREY, BRENT, EDWARD | Individual | INDIGO GLOBAL INVESTORS, LLC | MEMBER | 05/2017 | 25-50% |