Allocator Index · CRD 286087
ADAMS WEALTH ADVISORS
Logan, UT · (435)752-1702 · facebook.com/adams-wealth-advisors-167140776750042/
Fit score
86
- real_estate_fund+40
- aum $250M-$3.0B+22
- hnw>=75+16
- employees 3-60+8
HNW clients
134
Other individuals
557
HNW assets
$344.6M
Total AUM
$565.8M
Employees
18
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| AIM REAL ASSET OPPORTUNITIES FUND, LLC | Real Estate Fund | $4.6M |
| AIM VENTURA CAPITAL FUND, LLC | Venture Capital Fund | $32.3M |
| AIM DEFINED INVESTMENT FUND, LLC | Hedge Fund | $17.0M |
| AIM VENTURA CO-INVEST I, LLC FUND CLASS - G1 | Venture Capital Fund | $8.0M |
| FAIRWAY INVESTMENT FUND | Hedge Fund | $5.7M |
| AIM VENTURA CO-INVEST II, LLC FUND CLASS - G2 | Venture Capital Fund | $3.5M |
| AIM VENTURA CO-INVEST I, LLC FUND CLASS - G2 | Venture Capital Fund | $2.7M |
| AIM VENTURA CO-INVEST I, LLC FUND CLASS - C1 | Venture Capital Fund | $521K |
| AIM VENTURA CO-INVEST I, LLC FUND CLASS - H1 | Venture Capital Fund | $259K |
| AIM VENTURA CO-INVEST II, LLC FUND CLASS - C1 | Venture Capital Fund | $149K |
| AIM VENTURA CO-INVEST I, LLC FUND CLASS - H2 | Venture Capital Fund | $54K |
| AIM VENTURA CO-INVEST II, LLC FUND CLASS - H2 | Venture Capital Fund | $18K |