VIKING PARTNERS ADVISORS, LLC
Legal name: VIKING PARTNERS ADVISORS
CRD #321989 SEC #801-126472 CINCINNATI, OH 513-793-9919
SEC Registered Private Funds
Total AUM
$354.4M
Discretionary
$354.4M
Employees
2
Clients
--
Accounts
7
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- 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 |
|---|---|---|---|---|
| CM CAPITAL ADVISORS LLC | DE | MANAGER | NA | Control |
| CM CAPITAL ADVISORS LLC | DE | MANAGER | NA | Control |
| CM CAPITAL ADVISORS LLC | DE | MANAGER | NA | Control |
| CM CAPITAL ADVISORS LLC | DE | MANAGER | NA | Control |
| CM CAPITAL ADVISORS LLC | DE | MANAGER | NA | Control |
| CM CAPITAL ADVISORS LLC | DE | MANAGER | NA | Control |
| CM CAPITAL ADVISORS LLC | DE | MANAGER | NA | Control |
| HEDGES, MADELINE, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEDGES, MADELINE, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEDGES, MADELINE, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEDGES, MADELINE, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEDGES, MADELINE, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEDGES, MADELINE, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEDGES, MADELINE, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ehrhardt, jennifer | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ehrhardt, jennifer | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ehrhardt, jennifer | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ehrhardt, jennifer | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CALLER, BRET, ALAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CALLER, BRET, ALAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CALLER, BRET, ALAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CALLER, BRET, ALAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CALLER, BRET, ALAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CALLER, BRET, ALAN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| miller, steven | I | PRESIDENT | C | Control |
| miller, steven | I | PRESIDENT | C | Control |
| miller, steven | I | PRESIDENT | C | Control |
| miller, steven | I | PRESIDENT | C | Control |
| miller, steven | I | PRESIDENT | C | Control |
| miller, steven | I | PRESIDENT | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CALLER, BRET, ALAN | I | CM CAPITAL ADVISORS LLC | D | Control |
| CALLER, BRET, ALAN | I | CM CAPITAL ADVISORS LLC | D | Control |
| CALLER, BRET, ALAN | I | CM CAPITAL ADVISORS LLC | D | Control |
| CALLER, BRET, ALAN | I | CM CAPITAL ADVISORS LLC | D | Control |
| CALLER, BRET, ALAN | I | CM CAPITAL ADVISORS LLC | D | Control |
| CALLER, BRET, ALAN | I | CM CAPITAL ADVISORS LLC | D | Control |
| miller, steven | I | CM CAPITAL ADVISORS LLC | D | Control |
| miller, steven | I | CM CAPITAL ADVISORS LLC | D | Control |
| miller, steven | I | CM CAPITAL ADVISORS LLC | D | Control |
| miller, steven | I | CM CAPITAL ADVISORS LLC | D | Control |
| miller, steven | I | CM CAPITAL ADVISORS LLC | D | Control |
| miller, steven | I | CM CAPITAL ADVISORS LLC | D | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (1)
OH
Address
8044 MONTGOMERY ROAD, SUITE 600CINCINNATI, OH 45236
United States
Phone: 513-793-9919