RIA Intelligence

GLOBAL PARTNERSHIPS

CRD #300844 SEC #801-115266 SEATTLE, WA 206-652-8773
SEC Registered Private Funds
Total AUM
$221.1M
Discretionary
$221.1M
Employees
42
Clients
--
Accounts
6

AUM Over Time

DateSep 2025
Total AUM$221.1M
Discretionary$221.1M
Non-Disc.$0
Employees42
Clients0
DateSep 2024
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees37
Clients0
DateSep 2023
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees37
Clients0
DateSep 2022
Total AUM$223.2M
Discretionary$223.2M
Non-Disc.$0
Employees35
Clients0
DateAug 2022
Total AUM$223.2M
Discretionary$223.2M
Non-Disc.$0
Employees35
Clients0
DateJul 2022
Total AUM$223.2M
Discretionary$223.2M
Non-Disc.$0
Employees35
Clients0
DateSep 2021
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees35
Clients0
DateSep 2020
Total AUM$183.9M
Discretionary$183.9M
Non-Disc.$0
Employees35
Clients0
DateOct 2019
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees32
Clients0
DateMay 2019
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees30
Clients0
DateMay 2019
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees30
Clients0
DateApr 2019
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees30
Clients0