Private Market View

U.S.A. FINANCIAL & TAX SERVICES, LLC

Other · FARMINGTON, CT

AUM
$2.1M
Portfolio companies
Recorded deals
Last investment

Key facts

  • U.S.A. FINANCIAL & TAX SERVICES, LLC is a other based in FARMINGTON, CT.
  • U.S.A. FINANCIAL & TAX SERVICES, LLC reports $2.1M in regulatory assets under management, per its SEC Form ADV (2026-04).

Registered with the SEC

Form ADV · 2026-04 · CRD 306214
Regulatory AUM
$2.1M
Private fund assets
Private funds
Staff
3
Registered office
FARMINGTON, CT
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for U.S.A. FINANCIAL & TAX SERVICES, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is U.S.A. FINANCIAL & TAX SERVICES, LLC's AUM?
U.S.A. FINANCIAL & TAX SERVICES, LLC manages approximately $2.1M in assets.