Audent Global Asset Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$452M

Discretionary

$386M

85% of AUM

Avg account

$1M

Accounts

431

Employees

Advisory reps

Firm details

Headquarters: West Hollywood, California
CRD number: 308166
Registered since: May 11, 2020
Website: www.audentgam.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles56.6%
HNWI23.34%
Corporations / Businesses7.23%
Individuals6.73%
Pension & Profit Sharing Plans5.56%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Audent Global Asset Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm serves both individual/family and institutional clients and identifies as a capital allocator that manages and advises pooled vehicles in addition to providing direct portfolio management and financial planning. Its fee schedule includes percentage-of-AUM billing, fixed fees, and performance-based arrangements. Audent is not positioned as an ESG-focused manager and appears to operate primarily under a single-state registration footprint. The firm’s advisory activities cover portfolio management for individuals and small businesses, management of pooled investment vehicles (where it also can act as general partner or managing member), selection of other advisers, and pension-related consulting services. That mix, together with the performance-fee capability, suggests an overlay of both discretionary portfolio management and active alternative strategies.