POET ADVISORS LLC
Adviser information for POET 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 |
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Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 0 |
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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 |
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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 |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | – |
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Compensation | – |
Identifiers
SEC RIA File Number | 802-127091 |
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SEC ERA File Number | 802-127091 |
SEC CIK Numbers | None |
SEC CRD Numbers | 161052 |
Legal Entity Identifier | None |
Principal Office
173 HUGUENOT STREETSUITE 200
NEW ROCHELLE
NY
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 646-793-4551, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
POET HILL CAPITAL MANAGEMENT LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
POETIC GROUP LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
POETIC HOLDINGS 8 GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
POETIC HOLDINGS IX GP LLC | Sponsor, GP, manager of pooled investment vehicles |
POETIC OPPORTUNITIES FUND X GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
POETIC HOLDINGS II LLC | Private Equity Fund | $7.3M | $0.1M | 32 |
POETIC HOLDINGS III LLC | Private Equity Fund | $14.5M | $0.1M | 31 |
POETIC HOLDINGS IV LLC | Private Equity Fund | $24.3M | $0.1M | 28 |
POETIC HOLDINGS LLC | Private Equity Fund | $4.8M | $0.1M | 12 |
POETIC HOLDINGS V LLC | Private Equity Fund | $8.7M | $0.1M | 42 |
POETIC HOLDINGS VI LLC | Private Equity Fund | $24.8M | $0.1M | 58 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BERKOWITZ, ADAM, NATHANIEL | Individual | – | MANAGING MEMBER | 09/2009 | > 75% |