|
⚲
|
| Keyboard |
| 10ELMS LLP
✚
|
|
|---|---|
| CRD # | 323398 |
| SEC # | 801-131155 |
| CIK # | 0002056650 |
| AUM | 120.6 M (2026-03-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 918-812-7998 |
| Address | 2506B East 21st Street Tulsa, OK 74114 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Caterpillar Inc | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 12.0 |
| (b) Individuals (high net worth individuals) | 19 | 89.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 11.3 |
| (n) Other | 0 | 0.0 |
| Total | 182 | 120.6 |
| By Discretionary | ||
| Discretionary | 182 | 120.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 182 | 120.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.6 | |
| Total | 182 | 120.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056650] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Emerald Asset Management Inc
✚
|
NC | 120.8 M |
|
Williams and Schiller Wealth Management LLC
✚
|
ID | 120.7 M |
|
Future Bright LLC
✚
|
120.6 M | |
|
Kevin E Vandenberg LLC
✚
|
120.6 M | |
|
Leder Fiduciary Capital LLC
✚
|
TX | 120.6 M |
|
Ironhorse Capital LLC
✚
|
TN | 120.5 M |
|
Trott Brook Financial Inc
✚
|
MN | 120.5 M |
|
Advanced Planning Advisors Group Inc
✚
|
IL | 120.4 M |
|
Fullerton Advisors LLC
✚
|
CA | 120.4 M |
|
Dachtler Wealth Advisors LLC
✚
|
CA | 120.4 M |