Managers/Private equity/Utah/Adams Wealth Advisors

Adams Wealth Advisors

Adams Wealth Advisors is a private equity and venture manager in Logan, UT. It is registered with the SEC as an investment adviser with $565.8M in regulatory assets and 18 staff. It has 1 fund on file, the latest reported in September 2020.

Funds on file
1
Raised, all funds
$23.3M
Regulatory assets
$565.8M
Staff
18
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Sep 2020 AIM Ventura Capital Fund, LLC Private equity $23.3M Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$565.8M
Employees18
Clients557 individuals, 134 wealthy individuals, 6 private funds, 3 companies, 2 charities and 1 pension plan.
Control personsSteven, Craig Adams, Riley, Stevens Crosbie, Patrick, Cormac Murphy.
Private funds13 private funds holding $119.9M in gross assets.

Private funds it reports

FundTypeGross assets
Aim Defined Investment Fund Hedge fund $46.2M
Aim Ventura Capital Fund Venture $31.5M
Fairway Investment Fund Hedge fund $20.2M
Aim Ventura Co-invest I Fund, LLC Class - G1 Venture $5.4M
Aim Real Asset Opportunities Fund Real estate $5.4M
Aim Opportunity Zone Fund Vii Real estate $3.7M
Aim Ventura Co-invest II Fund, LLC Class - G2 Venture $3.6M
Aim Ventura Co-invest I Fund, LLC Class - G2 Venture $2.8M
Aim Ventura Co-invest I Fund, LLC Class - C1 Venture $535.7K
Aim Ventura Co-invest I Fund, LLC Class - H1 Venture $357K
Aim Ventura Co-invest II Fund, LLC Class - C1 Venture $154.1K
Aim Ventura Co-invest I Fund, LLC Class - H2 Venture $72.9K
Aim Ventura Co-invest II Fund, LLC Class - H2 Venture $24.9K