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| AK Global Asset Management LLC
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|---|---|
| CRD # | 137530 |
| SEC # | 801-134611 |
| CIK # | 0002105908 |
| AUM | 117.8 M (2026-02-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 510-466-6338 |
| Address | 1300 Clay Street Oakland, CA 94612 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 37.3 | ||
| Apple Inc | 20.9 | ||
| AbbVie Inc | 10.0 | ||
| Amazon Com Inc | 5.4 | ||
| Alphabet Inc | 5.3 | ||
| Visa Inc | 3.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.3 | ||
| Costco Wholesale Corp /NEW | 3.2 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Netflix Inc | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.7 |
| (b) Individuals (high net worth individuals) | 28 | 91.4 |
| (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 | 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 | 25.7 |
| (n) Other | 0 | 0.0 |
| Total | 104 | 117.8 |
| By Discretionary | ||
| Discretionary | 104 | 117.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 104 | 117.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 115.0 | |
| Total | 104 | 117.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002105908] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Financial Discovery Group Inc
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|
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|
Staib Financial Planning LLC
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|
118.0 M | |
|
Blue Sky Investment Partners Inc
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CornerStone Financial Management LLC
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|
Investment & Tax Strategies Inc
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|
AEM Asset Management LLC
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|
Curat Global LLC
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117.5 M | |
|
LJ BREY Inc
✚
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117.3 M | |
|
Integra Wealth Advisors LLC
✚
|
TX | 117.3 M |
|
Buckram Securities Ltd
✚
|
NY | 117.3 M |