ASSETFORT ADVISORS LLC
CRD #299149 SEC #802-116684 MENLO PARK, CA 650-270-4988
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
- LEI
- 83-1589330
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KUFELD, DANIEL | I | MANAGER/CCO | NA | |
| KUFELD, DANIEL | I | MANAGER/CCO | NA | Control |
| KUFELD, DANIEL | I | MANAGER/CCO | NA | Control |
| KUFELD, DANIEL | I | MANAGER/CCO | NA | Control |
| KUFELD, DANIEL | I | MANAGER/CCO | NA | Control |
| KUFELD, DANIEL | I | MANAGER/CCO | NA | Control |
| Lo, Sophie | I | MANAGER | NA | Control |
| Lo, Sophie | I | MANAGER | NA | Control |
| Lo, Sophie | I | MANAGER | NA | Control |
| Lo, Sophie | I | MANAGER | NA | Control |
| Lo, Sophie | I | MANAGER | NA | Control |
| Lo, Sophie | I | MANAGER | NA | Control |
| ASSETFORT CAPITAL LLC | FE | MANAGING MEMBER | E | |
| ASSETFORT HOLDINGS LTD. | FE | DIRECT OWNER | E | Control |
| ASSETFORT HOLDINGS LTD. | FE | DIRECT OWNER/MANAGING MEMBER | E | Control |
| ASSETFORT HOLDINGS LTD. | FE | DIRECT OWNER/MEMBER | E | Control |
| ASSETFORT HOLDINGS LTD. | FE | DIRECT OWNER/MEMBER | E | Control |
| ASSETFORT HOLDINGS LTD. | FE | DIRECT OWNER/MEMBER | E | Control |
| ASSETFORT HOLDINGS LTD. | FE | DIRECT OWNER/MEMBER | E | Control |
| ASSETFORT HOLDINGS LTD. | FE | DIRECT OWNER/MEMBER | E | Control |
| ASSETFORT HOLDINGS LTD. | FE | DIRECT OWNER/MEMBER | E | Control |
| Lo, Sophie | I | CEO | C | Control |
| Lo, Sophie | I | CEO | C | Control |
| KINNEY, ERIC, NATHANIEL | I | CRO, CCO, CO-FOUNDER | B | |
| KUFELD, DANIEL | I | CFO | B | |
| KUFELD, DANIEL | I | CFO/CCO | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Lo, Sophie | I | ASSETFORT HOLDINGS LTD. | D | Control |
| Lo, Sophie | I | ASSETFORT HOLDINGS LTD. | D | Control |
| Lo, Sophie | I | ASSETFORT HOLDINGS LTD. | D | Control |
| Lo, Sophie | I | ASSETFORT HOLDINGS LTD. | D | Control |
| Lo, Sophie | I | ASSETFORT HOLDINGS LTD. | D | Control |
Registrations
Federal
ERA
Mar 19, 2025 REGISTERED
Address
450 COTTON STREETMENLO PARK, CA 94025
United States
Phone: 650-270-4988