AUMdb

St. Joseph Investment Management, Llc

State-registered Investment Adviser CRD 313219 · SEC file 802-121276 · · palosharbor.com
☆ Save with Pro ADV data as of Apr 21, 2021
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Apr 2021 · $0 combined gross assets

FundTypeDomicileGross assetsOwners
Palos Harbor Fund, Lp Other Private Fund Pennsylvania $0 0

Private funds (1, $0 gross assets)

FundTypeGross assetsMin. investmentOwners
Palos Harbor Fund, Lp Other Private Fund $0 $40.0K 0

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/21/2021 520 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

Not reported.

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: Apr 21, 2021.

View current Form ADV (SEC/IAPD) ↗