FOLIOMETRIX, LLC
CRD #150084 SEC #801-70394 OMAHA, NE 888-952-4807
SEC Registered
Total AUM
$26.9M
Discretionary
$26.9M
Employees
1
Clients
0
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOETHE, JULIE, MARIE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KOETHE, JULIE, MARIE | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| MURPHEY, DALE, JEROME | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| MURPHEY, DALE, JEROME | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| MURPHEY, DALE, JEROME | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| MURPHEY, DALE, JEROME | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| MURPHEY, DALE, JEROME | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| MURPHEY, DALE, JEROME | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| MURPHEY, DALE, JEROME | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| MURPHEY, DALE, JEROME | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| MURPHEY, DALE, JEROME | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| MURPHEY, DALE, JEROME | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| MURPHEY, DALE, JEROME | I | PRESIDENT & CEO, MANAGING DIRECTOR, MANAGING MEMBER | NA | Control |
| MURPHEY, DALE, JEROME | I | PRESIDENT & CEO, MANAGING DIRECTOR, MANAGING MEMBER | NA | Control |
| MURPHEY, DALE, JEROME | I | PRESIDENT & CEO, MANAGING DIRECTOR, MANAGING MEMBER | NA | Control |
| MURPHEY, DALE, JEROME | I | PRESIDENT & CEO, MANAGING DIRECTOR | NA | Control |
| MURPHEY, DALE, JEROME | I | PRESIDENT & CEO, MANAGING DIRECTOR | NA | Control |
| MURPHEY, DALE, JEROME | I | PRESIDENT & CEO, MANAGING DIRECTOR | NA | Control |
| MURPHEY, DALE, JEROME | I | PRESIDENT & CEO, MANAGING DIRECTOR | NA | Control |
| MURPHEY, DALE, JEROME | I | PRESIDENT & CEO, MANAGING DIRECTOR, MANAGING MEMBER | NA | Control |
| MURPHEY, DALE, JEROME | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| MURPHEY, DALE, JEROME | I | PRESIDENT & CEO, MANAGING DIRECTOR | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | MANAGING DIRECTOR | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | MANAGING DIRECTOR | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | MANAGING DIRECTOR | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | MANAGING DIRECTOR, MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | MANAGING DIRECTOR, MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | MANAGING DIRECTOR | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | MANAGING DIRECTOR | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | MANAGING DIRECTOR | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | MANAGING DIRECTOR | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | MANAGING DIRECTOR, MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | MANAGING DIRECTOR | NA | Control |
| SILVA, EMILY, K | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SILVA, EMILY, K | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SILVA, EMILY, K | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SILVA, EMILY, K | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SILVA, EMILY, K | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SILVA, EMILY, K | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WRUBLE, STEVEN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WRUBLE, STEVEN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WRUBLE, STEVEN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WRUBLE, STEVEN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WRUBLE, STEVEN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WRUBLE, STEVEN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WRUBLE, STEVEN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WRUBLE, STEVEN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WRUBLE, STEVEN, JAMES | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FOLIOMETRIX HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| FOLIOMETRIX HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| FOLIOMETRIX HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| FOLIOMETRIX HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| MURPHEY, DALE, JEROME | I | CHIEF COMPLIANCE OFFICER, PRESIDENT AND CHIEF EXECUTIVE OFFICER | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
| UPTRADE RESEARCH ASSOCIATES, LLC | DE | LLC | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FOLIOMETRIX FUNDING LLC | DE | FOLIOMETRIX HOLDINGS LLC | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| MURPHEY, DALE, JEROME | I | FOLIOMETRIX HOLDINGS, LLC | C | Control |
| MURPHEY, DALE, JEROME | I | FOLIOMETRIX HOLDINGS, LLC | C | Control |
| MURPHEY, DALE, JEROME | I | FOLIOMETRIX HOLDINGS, LLC | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| MURPHEY, DALE, JEROME | I | FOLIOMETRIX HOLDINGS, LLC | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| MURPHEY, DALE, JEROME | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| RUTHERFORD, GREGORY, ALLAN | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| RUTHERFORD, GREGORY, ALLAN | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| RUTHERFORD, GREGORY, ALLAN | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| RUTHERFORD, GREGORY, ALLAN | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| RUTHERFORD, GREGORY, ALLAN | I | FOLIOMETRIX HOLDINGS LLC | C | Control |
| RUTHERFORD, GREGORY, ALLAN | I | FOLIOMETRIX HOLDINGS LLC | C | Control |
| RUTHERFORD, GREGORY, ALLAN | I | FOLIOMETRIX HOLDINGS LLC | C | Control |
| RUTHERFORD, GREGORY, ALLAN | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| RUTHERFORD, GREGORY, ALLAN | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| RUTHERFORD, GREGORY, ALLAN | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| RUTHERFORD, GREGORY, ALLAN | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
| RUTHERFORD, GREGORY, ALLAN | I | FOLIOMETRIX HOLDINGS LLC | C | Control |
| RUTHERFORD, GREGORY, ALLAN | I | UPTRADE RESEARCH ASSOCIATES | C | Control |
Registrations
Federal
IA
Mar 29, 2012 REGISTERED
Notice Filings (3)
NE NJ OR
Address
821 PACIFIC STREETOMAHA, NE 68108
United States
Phone: 888-952-4807