The MOTIV8 INVESTMENTS is a privately held investment adviser that advises $219.07mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MOTIV8 INVESTMENTS 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 46.3% over the last 5-years.
The Group has been registered with the SEC for 9.71 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 542 NW UNIVERSITY BLVD SUITE B101, PORT ST LUCIE, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 21 employees comprised of 10 investment and 11 non-investment staff. The total number of Employees increased by 133.33% over the last 5-years.
Their $219.07mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 6 other accounts. Assets of Individuals clients own $145.6mn or 66.46% of Total Assets and High Net Worth Individuals own $72.26mn or 32.99% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 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 and management fees.
MOTIV8 INVESTMENTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.