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Known Wealth LLC

CRD 321745SEC# 801-126565New York, NY
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No longer SEC-registered. Known Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #5,457 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$104.9M
Fund GAV
$11M
Private funds
1
Employees
10
Accounts
5
Location
New York, NY

Known Wealth LLC assets under management

Known Wealth LLC is an investment advisory firm registered with the SEC based in New York, NY. It reports $104.9 million in regulatory assets under management and employs 10 people. Known Wealth LLC manages 1 private fund with combined gross assets of $11 million, including Living Cities Catalyst Fund III, Known LP. By regulatory assets, it ranks 5,457 of 5,911 private fund managers.

Known Wealth LLC private funds

1 funds · $11M GAV
FundTypeGross assetsMin.
Living Cities Catalyst Fund III, Known LPPrivate Equity$11M$1M

Known Wealth LLC owners & executives

9 reported
NameTitleOwnershipSince
Hope Lynee Newsome ControlChief Compliance OfficerUnder 5%2022
James Arthur Casselberry ControlChief Executive OfficerUnder 5%2024
Known Financial LLC ControlSole Member Of RegistrantOver 75%2022
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Frequently asked questions

How much does Known Wealth LLC manage?

Known Wealth LLC reports $104.9 million in regulatory assets under management on its Form ADV.

How many private funds does Known Wealth LLC manage?

Known Wealth LLC manages 1 private funds with combined gross assets of $11 million.

How many employees does Known Wealth LLC have?

Known Wealth LLC reports 10 employees.

Where is Known Wealth LLC located?

Known Wealth LLC is based in New York, NY.

Does Known Wealth LLC disclose fund performance?

Known Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address31 Hudson Yards, 11th Floor, New York, NY 10001
Office hours9a.m. - 5p.m. Et
Discloses disciplinary historyNo

Assets under management

Discretionary$26M
Non-discretionary$78.9M
Total (RAUM)$104.9M

Service providers