AM
Adam M. Mcafee
THE TILTED FUNDS GROUP
Cupertino, CA 95014-2296
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CRD#: 1931619
AM
Professional summary
Adam Mccune Mcafee is a registered financial advisor currently at THE TILTED FUNDS GROUP, LLC located in Cupertino, California.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Adam has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Aemetis, Inc. (NON-INVESTMENT RELATED) 20400 STEVENS CREEK BLVD., STE 740 CUPERTINO, CA 95014 - Operates and develops renewable fuels and dairy natural gas digesters - Vice President of Finance, Fund Raising and Compliance, 174 hours/month; Orchard Yield Funds LLC 20400 STEVENS CREEK BLVD., STE 740 CUPERTINO, CA 95014 - managing member of Park Capital Management LLC, General Partner of Orchard Yield Funds LLC - manage Limited Partnership reporting, accounting, statutory compliance, litigation - 3 hours per month; NEVO ENERGY, INC (formerly named SOLARGEN ENERGY, INC.) (NON-INVESTMENT RELATED) 20400 STEVENS CREEK BLVD., STE 740 CUPERTINO, CA 95014 - DEVELOPS UTILITY-SCALE SOLAR FARMS - CEO - FUND RAISING, COMPLIANCE, ACCOUNTING - 8 HOURS/MONTH; PARK CAPITAL MANAGEMENT, LLC (INVESTMENT RELATED) 794 SUNSHINE DRIVE, CUPERTINO CA 94024; PRIVATE AND PUBLIC EQUITY - MANAGING MEMBER - MANAGE PORTFOLIO OF LPs - 26 HOURS/MONTH; Raw Farm LLC (formerly known as ORGANIC PASTURES DAIRY COMPANY, LLC) (NOT-INVESTMENT RELATED) 7221 S JAMESON AV FRESNO CA 93706 - DAIRY, CREAMERY, AND DISTRIBUTION MANAGING MEMBER - HIGH-LEVEL OVERSITE - 36 HOURS/MONTH; MCAFEE FARMS, LLC (NON-INVESTMENT RELATED) 7221 S JAMESON AV FRESNO CA 93706 - ALMOND AND ALFALFA FARM - MANAGING MEMBER - HIGH-LEVEL OVERSITE - 8 HOURS/MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Adam Mccune Mcafee's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 8, 2007 - Present
THE TILTED FUNDS GROUP, LLC
Office #1: 20400 Stevens Creek Blvd Ste 700, Cupertino, CA 95014-2296RIA
CRD#: 141537
Cupertino, CA
Past
March 9, 1998 - April 30, 1999
PROACTIVE INVESTORS GROUP, LLC
BD
CRD#: 41368
HAYWARD, CA
Past
June 1, 1996 - March 2, 1998
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
October 22, 1992 - June 1, 1996
NORTH AMERICAN MANAGEMENT, INC.
BD
CRD#: 624
SIOUX FALLS, SD
Past
March 21, 1989 - September 29, 1992
ARM SECURITIES CORPORATION
BD
CRD#: 932
MINOT, ND
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/8/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
TT
THE TILTED FUNDS GROUP, LLC
THE TILTED FUNDS GROUP, LLC | THE TITLED FUNDS GROUP, LLC
CRD#: 141537 / SEC#:
California
Registered Investment Advisory firm - (5/8/2007 Approved)Missouri
Registered Investment Advisory firm - (12/2/2008 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20400 Stevens Creek Blvd Ste 700, Cupertino, CA 95014-2296
Mailing Address
Phone number
(408) 418-2415
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 675,000 |
Red Flags
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