10TH MOUNTAIN, LLC

Latest filing: Mar 08, 2024 (258 days ago)
View on IAPD

AUM

$410,653,320
17% change vs. 1 year ago
33% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

2
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

, OH
, , OH, ,

Client AUM

Discretion AUM
Discretionary $0.4
Non-Discretionary $0.0
Total $0.4
Client AUM
Retail $0.1
Pooled $0.0
Institutional $0.3
Total $0.4
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 4 $0.1
Average HNW AUM $22,740,026
Retail Total 4 $0.1
Average Retail AUM $22,740,026

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
NORTHERN TRUST SECURITIES, INC. CHICAGO-IL-USA $0.4

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.4
Retail SMA AUM $0.1
Institutional SMA AUM $0.3
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

1 active

Name Title
MITEVSKI, TOMISLAV, BRANKO PRESIDENT AND CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

1 active representative found

Name City State Exams Designations
TOMISLAV MITEVSKI GALENA OH S66|2010-06-02

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-11-01 $0.4 $0.0 0% 2 0 0%
2024-04-02 $0.4 $0.0 0% 2 0 0%
2023-04-04 $0.4 $0.1 17% 2 0 0%
2022-04-01 $0.4 $0.1 16% 2 0 0%
2021-04-05 $0.3 $0.1 33% 2 0 0%
2020-04-01 $0.3 $0.1 50% 1 1 100%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
OH-01/31/2017
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV