AUMdb

Hedonova Advisors Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 324941 · SEC file 801-128783 · Post Falls, ID · www.instagram.com
☆ Save with Pro ADV data as of Nov 27, 2024
Regulatory AUM
$643M
Discretionary
$643M
Clients
2,853
Avg AUM / client
$225K
Accounts
2,853
Employees
41

AUM over time

$445M $824M
Aug 24, 2023 Nov 27, 2024

Reported AUM from Form ADV filings, plotted by filing date · as of Nov 27, 2024

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 2,817 $385M 59.8%
Investment companies 19 $65.8M 10.2%
Sovereign wealth funds and foreign official institutions Fewer than 5 clients $110M 17.1%
Corporations and other businesses 17 $82.5M 12.8%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $643M combined gross assets

FundTypeDomicileGross assetsOwners
Hedonova Llc master Hedge Fund Idaho $643M 2

People (5)

NameRole / titleCredentialsWith firm sinceOwnership
Cavendish, Alexander Director Oct 2022 (4y) 10% – 25%
Bannerjee, Suman Director Jan 2023 (4y) 10% – 25%
Kumar, Munish Managing Director Jan 2023 (4y) 75% or more
Walker Lightfoot, Genevievette, Elvira Chief Compliance Officer Jan 2023 (4y) Less than 5%
Mohata, Shantam Investment Advisor Mar 2023 (3y) Less than 5%

Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.

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.

Private funds (1, $643M gross assets)

FundTypeGross assetsMin. investmentOwners
Hedonova Llc Hedge Fund $643M $10.0K 2

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 11/27/2024 1.2 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

Civil judicial as of Nov 27, 2024

Allegations: THE SEC ALLEGES FRAUD IN DISCLOSURES AND MARKETING?VIOLATIONS OF 17A OF THE SECURITIES ACT OF 1933 AND SECTION 10B OF THE EXCHANGE ACT Status: Pending Summary: THE CASE IS CURRENTLY PENDING

Civil judicial as of Nov 27, 2024

Allegations: VIOLATIONS OF ANTI-FRAUD PROVISIONS OF THE FEDERAL SECURITIES LAWS Status: Pending Summary: THE SEC ALLEGES FRAUD BASED ON INACCURATE DISCLOSURES AND MARKETING ACTIVITIES.

Disclosure text reproduced verbatim from the firm's own Form ADV filings.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

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: Nov 27, 2024.

View current Form ADV (SEC/IAPD) ↗