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| Advisorshares Investments LLC
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|---|---|
| CRD # | 149782 |
| SEC # | 801-70457 |
| CIK # | 0001408970, 0001425930 |
| AUM | $1.7 B (2026-03-12) |
| Employees | 11 (45% Investors, 36% Brokers) |
| Phone | 877-843-3831 |
| Address | 4800 Montgomery Lane Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Village Farms International Inc | 16.8 | ||
| Comfort Systems USA Inc | 10.0 | ||
| Caseys General Stores Inc | 8.6 | ||
| Allison Transmission Holdings Inc | 8.3 | ||
| Integrated Electrical Services Inc | 7.9 | ||
| McKesson Corp | 7.4 | ||
| American Water Works Company Inc | 7.3 | ||
| Science Applications International Corp | 6.6 | ||
| Amphenol Corp /DE/ | 6.4 | ||
| Sprouts Farmers Market Inc | 6.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 18 | 1.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 1.7 |
| By Discretionary | ||
| Discretionary | 18 | 1.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.7 | |
| Total | 18 | 1.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13G | [0001408970] | |
| 13F-HR | [0001425930] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vista Credit BDC Management LP
✚
|
NY | 1.8 |
|
Regent Properties LLC
✚
|
CA | 1.8 |
|
Caius Capital US LP
✚
|
NY | 1.7 |
|
BCPC Advisors LP
✚
|
MA | 1.7 |
|
Oldfield Partners LLP
✚
|
1.7 | |
|
KBS Capital Advisors LLC
✚
|
CA | 1.7 |
|
Fifth DOWN Cap LLC
✚
|
1.7 | |
|
Advisors Preferred LLC
✚
|
MD | 1.7 |
|
Perpetua Investment Managers PTY Limited
✚
|
1.7 | |
|
KBI Global Investors North America Ltd
✚
|
1.7 |