PI ANALYTICS INVESTMENT ADVISER

PI ANALYTICS, LLC Legal Name

Adviser information for PI ANALYTICS INVESTMENT ADVISER last updated from Form ADV on February 14th, 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 Maryland, 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 802-118129
SEC ERA File Number 802-118129
SEC CIK Numbers None
SEC CRD Numbers 282508
Legal Entity Identifier None

Principal Office

2431 EPSTEIN CT
BROOKEVILLE
MD
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 301-651-4809, Fax: None

Chief Compliance Officer

None

Industry Affiliates

MDC-VERTE Sponsor, GP, manager of pooled investment vehicles
VERTE CAPITAL, LLC Sponsor, GP, manager of pooled investment vehicles
VERTE OPPORTUNITY FUND INC. Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
MDC - VERTE FUND, LLC Venture Capital Fund $0.6M $0.0M 8
VERTE CAPITAL LLC Venture Capital Fund $1.8M $0.0M 27
VERTE OPPORTUNITY FUND INC Venture Capital Fund $4.5M $0.0M 27

Control Persons

Name Type Entity Title Since Ownership
MILLS, LEONARD Individual PRESIDENT 07/2005 > 75%

No. Employees, Historic

0002020202120222023202420250 on 1/28/20200 on 2/25/20210 on 3/14/20220 on 2/14/20230 on 2/14/2024