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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| 15 Equity LLC
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| CRD # | 310628 |
| SEC # | 801-119711 |
| CIK # | |
| AUM | $123.2 M (2025-03-31) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 805-456-4426 |
| Address | 10 East Yanonali Street Santa Barbara, CA 93101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 8.7 |
| (b) Individuals (high net worth individuals) | 53 | 98.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 6.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 8.4 |
| (n) Other | 0 | 0.0 |
| Total | 107 | 123.2 |
| By Discretionary | ||
| Discretionary | 99 | 85.1 |
| Non-Discretionary | 8 | 38.1 |
| Total | 107 | 123.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.2 | |
| Total | 107 | 123.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TC Financial Management Co Inc
✚
|
NJ | 0.1 |
|
RK Asset Management LLC
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|
0.1 | |
|
ARTA Finance Wealth Management LLC
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|
CA | 0.1 |
|
Cypress Advisory Group LLC
✚
|
AZ | 0.1 |
|
Stapp Wealth Management PLLC
✚
|
WA | 0.1 |
|
Syndicated Capital Inc
✚
|
CA | 0.1 |
|
Wheels UP Wealth Inc
✚
|
CA | 0.1 |
|
Forefront Asset Management LLC
✚
|
VA | 0.1 |
|
Copia Wealth Management LLC
✚
|
OR | 0.1 |
|
Prince Asset Management Inc
✚
|
FL | 0.1 |