WALLACE HART LLC of LEXINGTON, KY is an SEC-registered investment adviser (CRD 285981). Regulatory assets under management: $264.0M.
Compensation: % of AUM, Performance.
Clients served: Individuals, High net worth, Investment cos.
| 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 | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| WALLACE HART MOMENTUM FUND, LP | Hedge Fund | Delaware | 36 | $17.5M | $75K |