SORTINO ADVISORY PARTNERS, LLC
CRD #170922 SEC #801-79582 LOUISVILLE, KY (502) 371-9850
SEC Registered
Total AUM
$211.6M
Discretionary
$204.7M
Employees
2
Clients
51
Accounts
368
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| HUTCHERSON, DANIEL, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHERSON, DANIEL, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHERSON, DANIEL, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHERSON, DANIEL, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHERSON, DANIEL, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHERSON, DANIEL, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHERSON, DANIEL, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HUTCHERSON, DANIEL, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| HUTCHERSON, DANIEL, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| HUTCHERSON, DANIEL, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| HUTCHERSON, DANIEL, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| HUTCHERSON, DANIEL, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| HUTCHERSON, DANIEL, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| HUTCHERSON, DANIEL, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| HUTCHERSON, DANIEL, JOSEPH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MAYNARD, KEVIN, NEAL | I | MANAGING MEMBER | D | Control |
| MAYNARD, KEVIN, NEAL | I | MANAGING MEMBER | D | Control |
| MAYNARD, KEVIN, NEAL | I | MANAGING MEMBER | D | Control |
| MAYNARD, KEVIN, NEAL | I | MANAGING MEMBER | D | Control |
| MAYNARD, KEVIN, NEAL | I | MANAGING MEMBER | D | Control |
| MAYNARD, KEVIN, NEAL | I | MANAGING MEMBER | D | Control |
| MAYNARD, KEVIN, NEAL | I | MANAGING MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Mar 14, 2024 REGISTERED
Notice Filings (5)
FL IN KY MD MI
Address
401 SOUTH 4TH AVENUESUITE 910
LOUISVILLE, KY 40202
United States
Phone: (502) 371-9850