MINDSET ASSET MANAGEMENT, LLC · Tank Allocator Loader

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MINDSET ASSET MANAGEMENT, LLC

UUIDaf3c2de0-c80d-574c-9462-83778aabcefb

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:38

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	338530	338530	—	1.0

Profile

Website—

HQ CityINDIANAPOLIS

HQ StateIN

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

People

Name	Title	Role	Email	Evidence
BJELOPETROVICH, PETER, GORMAN	MANAGING PARTNER	OFFICER	—	{"filing_id": "2018766", "owner_id": "5995059", "source": "adv_part1", "table": "Schedule_A_B"}
HICKLE, SETH, WILLIAM WEBB	MANAGING PARTNER	OFFICER	—	{"filing_id": "2018766", "owner_id": "5786760", "source": "adv_part1", "table": "Schedule_A_B"}
HUMPHRIES, JAMES, WILLIAM	MANAGING PARTNER	OFFICER	—	{"filing_id": "2018766", "owner_id": "5829072", "source": "adv_part1", "table": "Schedule_A_B"}
SIZEMORE, STACY, LEIGH	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2018766", "owner_id": "4052029", "source": "adv_part1", "table": "Schedule_A_B"}
VANDYGRIFF, MARK, ALLEN	MANAGING PARTNER	OFFICER	—	{"filing_id": "2018766", "owner_id": "5459428", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/29/2025 02:02:44 PM",
  "filing_id": "2018766",
  "reg_type": "IA"
}
```