# WALLACE HART LLC

WALLACE HART LLC of LEXINGTON, KY is an SEC-registered investment adviser.

## Registration

- CRD: 285981
- Type: SEC-registered investment adviser
- SEC file number: 801-108930
- Location: 1792 ALYSHEBA WAY, SUITE 390, LEXINGTON, KY, 40509
- Phone: 859-300-3030
- Latest filing: 2026-03-24
- Regulatory AUM: $264.0M
- Discretionary AUM: $260.8M
- Non-discretionary AUM: $3.2M
- Clients: 5
- Accounts: 873

## Business model

- Compensation: % of AUM, Performance
- Clients served: Individuals, High net worth, Investment cos

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jeremy Nathan Wallace | FOUNDER, ELECTED MANAGER & CHIEF INVESTMENT OFFICER; MANAGER AND MEMBER | — |
| Michael Andrew Hart | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST; MANAGER AND MEMBER | — |
| Jessica Louise Bedell | CHIEF COMPLIANCE OFFICER | — |
| HART MICHAEL ANDREW | FOUNDER & CHIEF PLANNING STRATEGIST; FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST; MANAGER AND MEMBER | — |
| WALLACE JEREMY NATHAN | FOUNDER, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER; FOUNDER, ELECTED MANAGER & CHIEF INVESTMENT OFFICER; FOUNDER, ELECTED MANAGER, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| Wallace Julie Bourne | MANAGER & CHIEF COMPLIANCE OFFICER | — |
| BEDELL JESSICA LOUISE | CHIEF COMPLIANCE OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| WALLACE HART MOMENTUM FUND, LP | Hedge Fund | Delaware | 36 | $17.5M | $75K |


## Fund service providers (1)

- administrator: TRIDENT FUND SERVICES, INC.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285981/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285981/similar
- Related entities: https://search.stillhousedata.com/firm/285981/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285981

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.