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| Happy Holidays!! thanks for using AUM13F!! |
| Adero Partners LLC
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| CRD # | 297808 |
| SEC # | 801-113671 |
| CIK # | 0001800593 |
| AUM | $4.4 B (2025-04-11) |
| Employees | 50 (48% Investors, 0% Brokers) |
| Phone | 650-252-0550 |
| Address | 1646 N California Blvd Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001800593 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nu Holdings Ltd | 48.0 | ||
| Doordash Inc | 44.4 | ||
| Dragoneer Growth Opportunities Corp | 44.2 | ||
| Apple Inc | 30.0 | ||
| Nvidia Corp | 27.3 | ||
| Alphabet Inc | 23.5 | ||
| Snowflake Inc | 23.2 | ||
| Datadog Inc | 23.1 | ||
| Procore Technologies Inc | 18.5 | ||
| Uber Technologies Inc | 13.4 | ||
| Facebook Inc | 12.1 | ||
| Microsoft Corp | 9.6 | ||
| Dynatrace Inc | 7.8 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 318 | 0.3 |
| (b) Individuals (high net worth individuals) | 568 | 4.0 |
| (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 | 3 | 0.0 |
| (h) Charitable organizations | 4 | 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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,664 | 4.4 |
| By Discretionary | ||
| Discretionary | 3,652 | 4.4 |
| Non-Discretionary | 12 | 0.0 |
| Total | 3,664 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 3,664 | 4.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800593] |
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