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Viking Partners Advisors, LLC

● SEC registered since 2022CRD 321989SEC# 801-126472Cincinnati, OH
Export (members)
Ranks #4,024 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$354.4M
Fund GAV
$354.4M
Private funds
7
Employees
2
Accounts
7
Location
Cincinnati, OH

Viking Partners Advisors, LLC assets under management

Viking Partners Advisors, LLC is an investment advisory firm registered with the SEC based in Cincinnati, OH. The firm has been registered since 2022. It reports $354.4 million in regulatory assets under management and employs 2 people. Viking Partners Advisors, LLC manages 7 private funds with combined gross assets of $354.4 million, including Viking Partners Fund Iv-Q, LLC. By regulatory assets, it ranks 4,024 of 5,911 private fund managers.

Viking Partners Advisors, LLC private funds

7 funds · $354.4M GAV
FundTypeGross assetsMin.
Viking Partners Fund Iv-Q, LLCReal Estate$114.7M$500K
Viking Partners Fund IV, LLCReal Estate$68.4M$500K
Viking Partners Income Plus Fund I-Q, LLCReal Estate$52.4M$500K
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Viking Partners Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Bret Alan Caller ControlChief Executive Officer25-50%2022
CM Capital Advisors LLC ControlManagerUnder 5%2022
Madeline Elaine HedgesChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Viking Partners Advisors, LLC manage?

Viking Partners Advisors, LLC reports $354.4 million in regulatory assets under management on its Form ADV.

How many private funds does Viking Partners Advisors, LLC manage?

Viking Partners Advisors, LLC manages 7 private funds with combined gross assets of $354.4 million.

How many employees does Viking Partners Advisors, LLC have?

Viking Partners Advisors, LLC reports 2 employees.

Where is Viking Partners Advisors, LLC located?

Viking Partners Advisors, LLC is based in Cincinnati, OH and has been SEC-registered since 2022.

Does Viking Partners Advisors, LLC disclose fund performance?

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

Contact & registration

Address8044 Montgomery Road, Suite 600, Cincinnati, OH 45236
Phone513-793-9919
Office hours8:30 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$354.4M
Non-discretionary$0
Total (RAUM)$354.4M

Service providers