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UNCONVENTIONAL INVESTOR, LLC
CRD 317333 · SEC 801-123588
CA, United States
Phone
(415) 235-3729
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$302.5M
Discretionary AUM
$302.5M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $25.7M |
| High net worth individuals | 51 | $273.6M |
States served
CA, NC, TX, NH
All web addresses on file
Official SEC filing: View on IAPD