Advisorshares Investments LLC

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Assets, Funds, Holdings

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Advisorshares Investments LLC
CRD #149782
SEC #801-70457
CIK #0001408970, 0001425930
AUM $1.2 BB (2023-03-29)
Employees 9 (56% Investors, 44% Brokers)
Phone888-843-3831
Address4800 Montgomery Lane
Bethesda, MD 20814
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
3.02.41.81.20.60.02009201420192024
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 ($MM)
90072054036018002019202020222024
AUM Breakdown Accounts AUM ($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]
Form 13D/13G Filer Form 13D/13G Subject Filed
Advisorshares Trust Enveric Biosciences Inc [2023-02-14]
Advisorshares Trust Growgeneration Corp [2022-02-14]
Advisorshares Trust Urban-Gro Inc [2022-02-14]
Advisorshares Trust Advisorshares Trust [2022-02-14]
Advisorshares Trust Advisorshares Trust [2022-02-14]
Advisorshares Trust Agrify Corp [2022-01-04]
Advisorshares Trust Greenlane Holdings LLC [2021-02-16]
Advisorshares Trust Power REIT [2021-02-16]
First Trust Portfolios LP Advisorshares Trust [2017-01-19]
Toroso Investments LLC Advisorshares Trust [2015-02-12]
View All
Comparable Firms State AUM ($BB)
Radian Capital LLC
NY 1.3
Ponder Investment Co
TN 1.3
Oxford Lane Management LLC
CT 1.3
Nebrodi Partners LLC
CT 1.3
Medalist Partners Corporate Finance LLC
GA 1.3
Bin Yuan Capital Limited
1.3
SV Health Investors LLC
MA 1.2
Metzler-Payden LLC
CA 1.2
NexPoint Real Estate Advisors X LP
TX 1.2
Edgbaston Investment Partners LLP
1.2
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