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| Adero Partners LLC
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| |
|---|---|
| CRD # | 297808 |
| SEC # | 801-113671 |
| CIK # | 0001800593 |
| AUM | $4.0 BB (2024-08-12) |
| Employees | 51 (49% Investors, 0% Brokers) |
| Phone | 650-252-0550 |
| Address | 5000 Hopyard Road Pleasanton, CA 94588 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NU | 17,702.4 | 58.8 | |
| DDOG | 30,657.5 | 32.5 | |
| SNOW | 45,730.1 | 32.2 | |
| NVDA | 399,550.0 | 29.6 | |
| CCCS | 5,667.7 | 29.4 | |
| DASH | 23,691.8 | 29.2 | |
| AAPL | 2,382,844.0 | 26.3 | |
| PCOR | 6,417.6 | 14.9 | |
| UBER | 43,357.6 | 13.5 | |
| GOOG | 1,482,566.4 | 13.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 315 | 0.2 |
| (b) Individuals (high net worth individuals) | 585 | 3.7 |
| (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 | 2 | 0.0 |
| (h) Charitable organizations | 3 | 0.0 |
| (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 | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,511 | 4.0 |
| By Discretionary | ||
| Discretionary | 3,498 | 4.0 |
| Non-Discretionary | 13 | 0.0 |
| Total | 3,511 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 3,511 | 4.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001800593] |
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Heritage Wealth Advisors LLC
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