The EXODUS 20:2 is a privately held investment adviser that advises $527.32mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. EXODUS 20:2 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 50.43% over the last 2-years.
The Group has been registered with the SEC for 2.93 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3200 MOCKINGBIRD LANE BUILDING 7, SUITE 204, MIDLAND, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 4 investment and 1 non-investment staff. The total number of Employees increased by 25% over the last 2-years.
Their $527.32mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $494.53mn or 93.78% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $32.78mn or 6.22% of Total Assets.
The Group's top investment strategies include Real Estate and FI/Credit - Diverse, representing 53.5% and 46.5% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 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 advisory fees, fixed fees, management fees and performance-based fees.
EXODUS 20:2 names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.