AHL Investment Management Inc

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AHL Investment Management Inc
CRD #120593
SEC #801-121430
CIK #0001908425
AUM
Employees 3 (67% Investors, 0% Brokers)
Phone407-740-8327
Address427 S New York Ave
Winter Park, FL 32789
Source [IAPD] [EDGAR]
Total AUM ($M)
2502001501005002002201020182026
Sector Form 13F Holdings Value ($M)
Microsoft Corp 9.0
Coca Cola Co 8.2
J P Morgan Chase & Co 7.7
Apple Inc 7.3
Northrop Grumman Corp /DE/ 4.7
AbbVie Inc 4.4
Stryker Corp 4.0
Johnson & Johnson 3.8
Emerson Electric Co 3.6
American Express Co 3.6
View All
Holdings by Sector ($M)
15012090603002021202220242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 85 37.4
(b) Individuals (high net worth individuals) 51 153.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(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 3 9.6
(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 346 200.0
By Discretionary
Discretionary 346 200.0
Non-Discretionary 0 0.0
Total 346 200.0
By Non-United States Persons
Non-United States Persons 1.6
United States Persons 198.4
Total 346 200.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001908425]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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