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Advisorshares Investments LLC
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CRD # | 149782 |
SEC # | 801-70457 |
CIK # | 0001408970, 0001425930 |
AUM | $1.2 BB (2024-03-21) |
Employees | 9 (44% Investors, 56% Brokers) |
Phone | 888-843-3831 |
Address | 4800 Montgomery Lane Bethesda, MD 20814 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
CURLF | 40.6 | ||
TSNDF | 31.6 | ||
APH | 38,646.8 | 7.9 | |
FICO | 10,408.1 | 7.5 | |
MLR | 258.4 | 7.4 | |
HEI | 17,859.3 | 7.2 | |
INTU | 108,963.5 | 6.6 | |
SYK | 74,798.9 | 6.6 | |
FI | 6.5 | ||
ROL | 16,994.8 | 6.5 | |
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 | 17 | 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 | 17 | 1.2 |
By Discretionary | ||
Discretionary | 17 | 1.2 |
Non-Discretionary | 0 | 0.0 |
Total | 17 | 1.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1.2 | |
Total | 17 | 1.2 |
EDGAR Form | CIK | 2011 - 2024 |
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SC 13G | [0001408970] | |
13F-HR | [0001425930] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
1988 Asset Management LLC
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NY | 1.2 |
Brightspire Capital Advisors LLC
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|
NY | 1.2 |
Cohen & Company Financial Management LLC
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NY | 1.2 |
DB Advisory America Limited Ltd
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|
NY | 1.2 |
Wealthfront Strategies LLC
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|
CA | 1.2 |
Bank of Hawaii
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|
HI | 1.2 |
Mesirow Institutional Investment Management Inc
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|
IL | 1.2 |
OFS CLO Management LLC
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|
IL | 1.2 |
Man Investments Australia Limited
✚
|
1.2 | |
SV Health Investors LLC
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|
MA | 1.1 |