| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| The Formidable Fund, LP | Hedge | $1.2M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Philip Wainscott Control | Cco, Coo And General Counsel | Under 5% | 2019 |
| William Bush Brown Control | Managing Member/Chief Executive Officer | 50-75% | 2013 |
Formidable Asset Management, LLC reports $876 million in regulatory assets under management on its Form ADV.
Formidable Asset Management, LLC manages 1 private funds with combined gross assets of $1.2 million.
Formidable Asset Management, LLC reports 20 employees.
Formidable Asset Management, LLC is based in Cincinnati, OH and has been SEC-registered since 2013.
Formidable Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 221 E. 4th Street, Suite 2700, Cincinnati, OH 45202 |
| Phone | 513-655-5566 |
| Fax | 513-655-5567 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $869.8M |
| Non-discretionary | $6.2M |
| Total (RAUM) | $876M |