AI ADVISORS, LLC
CRD #158688 SEC #801-72674 BOSTON, MA 617-517-3910
SEC Registered Disclosures
Total AUM
$545K
Discretionary
$545K
Employees
1
Clients
0
Accounts
6
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 23, 2011
- 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 |
|---|---|---|---|---|
| HIPWOOD, CHARLES, CAMERON | I | PRESIDENT | NA | Control |
| HIPWOOD, CHARLES, CAMERON | I | PRESIDENT | NA | Control |
| HIPWOOD, CHARLES, CAMERON | I | PRESIDENT | NA | Control |
| HIPWOOD, CHARLES, CAMERON | I | PRESIDENT | NA | Control |
| HIPWOOD, CHARLES, CAMERON | I | PRESIDENT | NA | Control |
| HIPWOOD, CHARLES, CAMERON | I | PRESIDENT | NA | Control |
| JENKINS, JULIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENKINS, JULIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENKINS, JULIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENKINS, JULIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENKINS, JULIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JENKINS, JULIE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHRA, ROHIT | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| VOHRA, ROHIT, (NMN) | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| VOHRA, ROHIT, (NMN) | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | NA | Control |
| AI EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| AI EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| AI EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| AI EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| AI EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| AI EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| AI EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| AI EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
| AI EXCHANGE, INC. | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BITRAN, LAURINDA, CREPALDI | I | DEVORAH BITRAN IRREVOCABLE 2011 FAMILY TRUST | F | Control |
| BITRAN, LAURINDA, CREPALDI | I | DEVORAH BITRAN IRREVOCABLE 2011 FAMILY TRUST | F | Control |
| BITRAN, LAURINDA, CREPALDI | I | DEVORAH BITRAN IRREVOCABLE 2011 FAMILY TRUST | F | Control |
| BITRAN, LAURINDA, CREPALDI | I | DEVORAH BITRAN IRREVOCABLE 2011 FAMILY TRUST | F | Control |
| BITRAN, LAURINDA, CREPALDI | I | DEVORAH BITRAN IRREVOCABLE 2011 FAMILY TRUST | F | Control |
| BITRAN, LAURINDA, CREPALDI | I | DEVORAH BITRAN IRREVOCABLE 2011 FAMILY TRUST | F | Control |
| BITRAN, LAURINDA, CREPALDI | I | DEVORAH BITRAN IRREVOCABLE 2011 FAMILY TRUST | F | Control |
| HIPWOOD, CHARLES, CAMERON | I | AI EXCHANGE, INC. | F | |
| HIPWOOD, CHARLES, CAMERON | I | AI EXCHANGE, INC. | F | |
| HIPWOOD, CHARLES, CAMERON | I | AI EXCHANGE, INC. | F | |
| DEVORAH BITRAN IRREVOCABLE 2011 FAMILY TRUST | DE | AI EXCHANGE, INC. | D | Control |
| DEVORAH BITRAN IRREVOCABLE 2011 FAMILY TRUST | DE | AI EXCHANGE, INC. | D | Control |
| DEVORAH BITRAN IRREVOCABLE 2011 FAMILY TRUST | DE | AI EXCHANGE, INC. | D | Control |
| DEVORAH BITRAN IRREVOCABLE 2011 FAMILY TRUST | DE | AI EXCHANGE, INC. | C | Control |
| DEVORAH BITRAN IRREVOCABLE 2011 FAMILY TRUST | DE | AI EXCHANGE, INC. | C | Control |
| DEVORAH BITRAN IRREVOCABLE 2011 FAMILY TRUST | DE | AI EXCHANGE, INC. | C | Control |
| DEVORAH BITRAN IRREVOCABLE 2011 FAMILY TRUST | DE | AI EXCHANGE, INC. | C | Control |
| FORD, PRESTON, RODMAN | I | AI EXCHANGE, INC. | C | Control |
| FORD, PRESTON, RODMAN | I | AI EXCHANGE, INC. | C | Control |
| VOHRA, ROHIT | I | AI EXCHANGE, INC. | C | Control |
| VOHRA, ROHIT, (NMN) | I | AI EXCHANGE, INC. | C | Control |
| VOHRA, ROHIT, (NMN) | I | AI EXCHANGE, INC. | C | Control |
Registrations
Federal
IA
Nov 23, 2011 REGISTERED
Notice Filings (1)
MA
Address
ONE STATE STREETSUITE 1050
BOSTON, MA 02109
United States
Phone: 617-517-3910