The CULTIVAR CAPITAL, INC. is a privately held investment adviser that advises $381.1mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. CULTIVAR CAPITAL, INC. 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 33.48% over the last 5-years.
The Group has been registered with the SEC for 14.55 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 421 E. HICKORY ST. STE. 103, DENTON, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees decreased by 25% over the last 5-years.
Their $381.1mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 26 other accounts. Assets of High Net Worth Individuals clients own $266.15mn or 69.84% of Total Assets and Investment Companies (IC) own $42.9mn or 11.26% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
CULTIVAR CAPITAL, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.