VIA IV INVESTMENTS, LLC

Latest filing: Feb 05, 2025 (70 days ago)
View on IAPD
Adviser Website

AUM

$190,460,996
0% change vs. 1 year ago
13% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

4
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

BURR RIDGE, TX
1333 BURR RIDGE PARKWAY, BURR RIDGE, TX, UNITED STATES, 60527

Client AUM

Discretion AUM
Discretionary $0.2
Non-Discretionary $0.0
Total $0.2
Client AUM
Retail $0.2
Pooled $0.0
Institutional $0.0
Total $0.2
Retail Accounts AUM
Individual 497 $0.1
Average Individual AUM $221,288
HNW 34 $0.1
Average HNW AUM $2,367,083
Retail Total 531 $0.2
Average Retail AUM $358,684

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

SMA Custodians

Custodian Location AUM

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

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.2
Retail SMA AUM $0.2
Institutional SMA AUM $0.0
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

2 active

Name Title
HOLLAND, JEFFREY, JACOB MEMBER; CHIEF COMPLIANCE OFFICER (2016)
COYNER, JEFFREY, RUSSELL MEMBER

ADVDB.CO • SOURCE: SEC

Representatives

4 active representatives found

Name City State Exams Designations
JEFFREY COYNER BURR RIDGE IL S63|1990-02-28|S65|2013-05-01
NICHOLAS LEFTAKES BURR RIDGE IL S63|1990-03-26|S65|2022-09-12
JEFFREY HOLLAND BURR RIDGE IL S65|2002-11-07
SCOTT MANN BURR RIDGE IL S63|1996-11-05|S65|2014-04-27

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-03-06 $0.2 $0.0 0% 4 0 0%
2024-04-02 $0.2 $0.0 0% 4 0 0%
2023-04-04 $0.2 $0.0 1% 4 0 0%
2022-04-01 $0.2 $0.0 13% 4 0 0%
2021-04-05 $0.1 $0.1 50% 4 0 0%
2017-04-01 $0.1 $0.1 278% 3 1 33%

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

Other

STATE REGISTRATIONS
TX-10/03/2014
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV