AdvicePeriod, LLC info
AdvicePeriod, LLC (SEC CIK 1634228) first filed with the SEC on 2018-05-14 (Form 13F-HR) and has filed 18 times since, including 15 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 2121 AVENUE OF THE STARS, SUITE 2400, LOS ANGELES, CA, 90067.
- Name: Value AdvicePeriod, LLC.
- SEC CIK: Value 1634228.
- State of organization: Value DE.
- Business address: Value 2121 AVENUE OF THE STARS, SUITE 2400, LOS ANGELES, CA, 90067.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | AdvicePeriod, LLC |
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| SEC CIK | 1634228 |
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| State of organization | DE |
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| Business address | 2121 AVENUE OF THE STARS, SUITE 2400, LOS ANGELES, CA, 90067 |
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| Mailing address | 2121 AVENUE OF THE STARS, SUITE 2400, LOS ANGELES, CA, 90067 |
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| Phone | (424)281-3600 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2018-05-14 (Form 13F-HR) |
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| Latest SEC filing | 2022-02-14 (Form 13F-NT) |
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| Filings on EDGAR | 18 |
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| First Form 13F-HR | 2018-05-14 (quarter ended 2017-12-31) |
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| Latest Form 13F-HR | 2021-07-29 (quarter ended 2021-06-30) |
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| Form 13F-HR filings | 15 |
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Filings by Year
| Year | Filings | Form 13F-HR |
|---|
| 2022 | 1 | 0 |
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| 2021 | 5 | 3 |
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| 2020 | 4 | 4 |
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| 2019 | 4 | 4 |
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| 2018 | 4 | 4 |
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