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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) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 |
|---|---|---|
| SC 13G | [0001408970] | |
| 13F-HR | [0001425930] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Radian Capital LLC
✚
|
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
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|
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 |