The M KULYK ASSOCIATES is a privately held investment adviser that advises $843.94mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. M KULYK ASSOCIATES 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 125.57% over the last 5-years.
The Group has been registered with the SEC for 8.67 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3904 NORTH DRUID HILLS ROAD #366, DECATUR, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 23 employees comprised of 12 investment and 11 non-investment staff. The total number of Employees increased by 109.09% over the last 5-years.
Their $843.94mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 9 other accounts. Assets of High Net Worth Individuals clients own $631.83mn or 74.87% of Total Assets and Individuals own $197.57mn or 23.41% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $3.66mn in assets.
The Group discloses fixed fees and management fees.
M KULYK ASSOCIATES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.