The IGNITE PLANNERS is a privately held investment adviser that advises $1.16Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. IGNITE PLANNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 234.67% over the last 5-years.
The Group has been registered with the SEC for 8.72 years and is comprised of 1 filing and 0 relying advisers. They operate out of 8 office locations with their Headquarters at 109 E. ESCALONES, SAN CLEMENTE, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 38 employees comprised of 38 investment and 0 non-investment staff. The total number of Employees increased by 322.22% over the last 5-years.
Their $1.16Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 5 other accounts. Assets of Individuals clients own $594.45mn or 51.27% of Total Assets and High Net Worth Individuals own $527.21mn or 45.47% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
IGNITE PLANNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.