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Advisorshares Investments LLC
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CRD # | 149782 |
SEC # | 801-70457 |
CIK # | 0001408970, 0001425930 |
AUM | $1.2 BB (2023-03-29) |
Employees | 9 (56% Investors, 44% Brokers) |
Phone | 888-843-3831 |
Address | 4800 Montgomery Lane Bethesda, MD 20814 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
IIPR | 3,181.7 | 3.0 | |
VFF | 247.1 | 2.9 | |
HSY | 44,908.2 | 2.5 | |
MLR | 258.4 | 2.5 | |
SYK | 74,798.9 | 2.2 | |
TREX | 6,395.8 | 2.2 | |
FICO | 10,408.1 | 2.1 | |
INTU | 108,963.5 | 2.1 | |
FISV | 58,576.2 | 2.1 | |
TLRY | 1,534.8 | 2.1 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 26 | 1.2 |
(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 | 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 | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 26 | 1.2 |
By Discretionary | ||
Discretionary | 26 | 1.2 |
Non-Discretionary | 0 | 0.0 |
Total | 26 | 1.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1.2 | |
Total | 26 | 1.2 |
EDGAR Form | CIK | 2011 - 2024 |
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SC 13G | [0001408970] | |
13F-HR | [0001425930] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Radian Capital LLC
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|
NY | 1.3 |
Ponder Investment Co
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|
TN | 1.3 |
Oxford Lane Management LLC
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|
CT | 1.3 |
Nebrodi Partners LLC
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|
CT | 1.3 |
Medalist Partners Corporate Finance LLC
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|
GA | 1.3 |
Bin Yuan Capital Limited
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|
1.3 | |
SV Health Investors LLC
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|
MA | 1.2 |
Metzler-Payden LLC
✚
|
CA | 1.2 |
NexPoint Real Estate Advisors X LP
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|
TX | 1.2 |
Edgbaston Investment Partners LLP
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|
1.2 |