RIA Intelligence

FNZ ADVISERS LLC

CRD #304035 SEC #801-117658 AVENTURA, FL 800-516-0851
SEC Registered
Total AUM
$105M
Discretionary
$105M
Employees
1
Clients
--
Accounts
2

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 1, 2023
Branch Offices
1
LEI
LEI 254900BT34QSZ2PK

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Bradley, Thomas, Jonathan JamesICEONA
Bradley, Thomas, Jonathan JamesICEONA
Bradley, Thomas, Jonathan JamesICEO/CCONA
Bradley, Thomas, Jonathan JamesICEO/CCONA
Bradley, Thomas, Jonathan JamesICEO/CCONA
Bradley, Thomas, Jonathan JamesICEO/CCONA
Bradley, Thomas, Jonathan JamesICEO/CCONA
Bradley, Thomas, Jonathan JamesICEO/CCONA
Bradley, Thomas, Jonathan JamesICEO/CCONA
Bradley, Thomas, Jonathan JamesICEO/CCONA
Bradley, Thomas, Jonathan JamesICEO/CCONA
Bradley, Thomas, Jonathan JamesICEO/CCONA
GREEN, ADAM, SETHICEO / CCONA Control
GREEN, ADAM, SETHICEO / CCONA Control
GREEN, ADAM, SETHICEO / CCONA Control
GREEN, ADAM, SETHICEO / CCONA Control
GREEN, ADAM, SETHICEO / CCONA Control
GREEN, ADAM, SETHICEO / CCONA Control
GREEN, ADAM, SETHICEO / CCONA Control
Gross, EliICCONA Control
Gross, EliICCONA Control
BONDHOUSE INCDEOWNERE Control
BONDHOUSE INCDEOWNERE Control
BONDHOUSE INCDEOWNERE Control
BONDHOUSE INCDEOWNERE Control
BONDHOUSE INCDESOLE MEMBER/OWNERE Control
BONDHOUSE INCDESOLE MEMBER/OWNERE Control
BONDHOUSE INCDESOLE MEMBER/OWNERE Control
FNZ ASSET MANAGEMENT SOLUTIONS INCDESOLE MEMBER/OWNERE Control
YIELDX INCDESOLE MEMBER/OWNERE Control
YIELDX INCDESOLE MEMBER/OWNERE Control
YIELDX INCDESOLE MEMBER/OWNERE Control
YIELDX INCDESOLE MEMBER/OWNERE Control
YIELDX INCDESOLE MEMBER/OWNERE Control
YIELDX INCDESOLE MEMBER/OWNERE Control
YIELDX INCDESOLE MEMBER/OWNERE Control
YIELDX INCDESOLE MEMBER/OWNERE Control
YIELDX INCDESOLE MEMBER/OWNERE Control
YIELDX INCDESOLE MEMBER/OWNERE Control
YIELDX INCDESOLE MEMBER/OWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC (CDPQ)FEYIELDX INCD Control
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC (CDPQ)FEYIELDX INCD Control
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC (CDPQ)FEFNZ ASSET MANAGEMENT SOLUTIONS INCD Control
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC (CDPQ)FEYIELDX INCD Control
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC (CDPQ)FEYIELDX INCD Control
GENERATION INVESTMENT MANAGEMENT LLPFEYIELDX INCD Control
GENERATION INVESTMENT MANAGEMENT LLPFEYIELDX INCD Control
GENERATION INVESTMENT MANAGEMENT LLPFEFNZ ASSET MANAGEMENT SOLUTIONS INCD Control
GENERATION INVESTMENT MANAGEMENT LLPFEYIELDX INCD Control
GENERATION INVESTMENT MANAGEMENT LLPFEYIELDX INCD Control
GREEN, ADAM, SETHIBONDHOUSE INCC Control
GREEN, ADAM, SETHIBONDHOUSE INCC Control
GREEN, ADAM, SETHIBONDHOUSE INCC Control
GREEN, ADAM, SETHIBONDHOUSE INCC Control
GREEN, ADAM, SETHIBONDHOUSE INCC Control
GREEN, ADAM, SETHIBONDHOUSE INCC Control
GREEN, ADAM, SETHIBONDHOUSE INCC Control
GREEN, ADAM, SETHIYIELDX INCC Control
GREEN, ADAM, SETHIYIELDX INCC Control
GREEN, ADAM, SETHIYIELDX INCC Control
GREEN, ADAM, SETHIYIELDX INCC Control
GREEN, ADAM, SETHIYIELDX INCC Control
GREEN, ADAM, SETHIYIELDX INCC Control
GREEN, ADAM, SETHIYIELDX INCC Control
GROSS, SHLOMO, K (MI ONLY)IBONDHOUSE INCC Control
GROSS, SHLOMO, K (MI ONLY)IBONDHOUSE INCC Control
GROSS, SHLOMO, K (MI ONLY)IBONDHOUSE INCC Control
GROSS, SHLOMO, K (MI ONLY)IBONDHOUSE INCC Control
GROSS, SHLOMO, K (MI ONLY)IBONDHOUSE INCC Control
GROSS, SHLOMO, K (MI ONLY)IBONDHOUSE INCC Control
GROSS, SHLOMO, K (MI ONLY)IBONDHOUSE INCC Control
GROSS, SHLOMO, K (MI ONLY)IYIELDX INCC Control
GROSS, SHLOMO, K (MI ONLY)IYIELDX INCC Control
GROSS, SHLOMO, K (MI ONLY)IYIELDX INCC Control
GROSS, SHLOMO, K (MI ONLY)IYIELDX INCC Control
GROSS, SHLOMO, K (MI ONLY)IYIELDX INCC Control
GROSS, SHLOMO, K (MI ONLY)IYIELDX INCC Control
GROSS, SHLOMO, K (MI ONLY)IYIELDX INCC Control

Registrations

Federal

IA
Dec 1, 2023 REGISTERED

Notice Filings (2)

FL NY

Address

2980 NE 207TH ST
UNIT 504
AVENTURA, FL 33180
United States
Phone: 800-516-0851