Audent Global Asset Management, LLC

RIASEC Registered

Total AUM

$452M

Discretionary

$386M

85% of AUM

Avg account

$1M

Accounts

431

Employees

Advisory reps

Firm details

Headquarters: Beverly Hills, 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 (SEC-registered in 2020) organized as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator and offers a blend of portfolio management and financial planning services across separate accounts and pooled vehicles. Its advisory mix includes portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting-related services, selection of other advisers, and financial planning. Fees are charged by percentage of AUM, fixed fees, and performance-based arrangements. The firm does not identify as an active ESG investor and reports roles that include acting as an adviser/sponsor and as a GP or managing member of pooled vehicles.