F500 ADVISORY SERVICES, INC.
F500 ADVISORY SERVICES, INC. of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 107519). Regulatory assets under management: $68.0M.
Registration
- CRD: 107519
- SEC file number: 801-23368
- Type: Registered investment adviser
- Location: 4100 CAMPUS DR., STE 100, NEWPORT BEACH, CA, 92660
- Phone: 959-892-0151
- Latest filing: 2016-07-01
- Regulatory AUM: $68.0M
- Discretionary AUM: $66.2M
- Non-discretionary AUM: $1.8M
- Clients: 3
- Accounts: 119
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| HICKS ROBERT LANSING | PRESIDENT & DIRECTOR; PRESIDENT/DIRECTOR/CCO; PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| VIGIL PHILLIP SCOTT | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| PERENNIAL PROTECTION FUND, LLC | Hedge Fund | — | 55 | $18.7M | $250K |
Fund service providers (1)
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