SURGE CAPITAL LLC
Adviser information for SURGE CAPITAL LLC last updated from Form ADV on January 9th, 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 | Utah, 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 | 802-129480 |
|---|---|
| SEC ERA File Number | 802-129480 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328397 |
| Legal Entity Identifier | None |
Principal Office
94 S MALL DR., STE 202ST. GEORGE
UT
United States
Monday - Friday, 9 AM - 5 PM
Tel: 480-848-0973, Fax: None
Chief Compliance Officer
KYLE MACDONALD
94 S MALL DR., STE 202
ST. GEORGE
UT
United States
Tel:
480-848-0973
K***@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SURGE LAND FUND LP | Real Estate Fund | $0.8M | $0.0M | 13 |
| SURGE REAL ESTATE FUND I LP | Real Estate Fund | $0.0M | $0.1M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Poteet, Paul | Individual | – | MANAGER | 03/2023 | > 75% |