Primark Advisors, Llc
- Regulatory AUM
- $451M
- Discretionary
- $451M
- Clients
- 1
- Avg AUM / client
- $451M
- Accounts
- 1
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $451M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bell, Michael, A | Chief Executive Officer | Dec 2019 (7y) | ≈ 28.13% – 75% via Primark Private Equity Llc | |
| Elizabeth Anth | Chief Compliance Officer | Jun 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Primark Capital Llc | Managing Member | Jun 2020 | A | 75% or more |
| Meketa Investment Group Inc | Owner | Aug 2024 | A | Less than 5% |
| Aew Investments Llc | Owner | Aug 2024 | A | Less than 5% |
| Primark Private Equity Llc | Member | Dec 2019 | B | ≈ 37.5% – 75% via Primark Capital Llc |
| Primark Investors, Llc | Member | Dec 2019 | B | ≈ 37.5% – 75% via Primark Capital Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bell, Michael, A: 75% – 100% of Primark Private Equity Llc × 50% – 75% of Primark Capital Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Primark Private Equity Llc: 50% – 75% of Primark Capital Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Primark Investors, Llc: 50% – 75% of Primark Capital Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 975 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for investment companies
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 07, 2026.
View current Form ADV (SEC/IAPD) ↗