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| Happy Holidays!! thanks for using AUM13F!! |
| Aljian Capital Management LLC
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| CRD # | 167381 |
| SEC # | 801-78416 |
| CIK # | 0001731260 |
| AUM | $575.8 M (2025-05-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 707-230-2158 |
| Address | 600 E William Street Carson City, NV 89701 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001731260 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 61.3 | |
| Costco Wholesale Corp /NEW | 55.0 | |
| Amazon Com Inc | 49.0 | |
| Nvidia Corp | 39.6 | |
| Alphabet Inc | 36.2 | |
| Microsoft Corp | 18.0 | |
| Alphabet Inc | 15.3 | |
| Netflix Inc | 11.9 | |
| Deckers Outdoor Corp | 9.1 | |
| Broadcom Inc | 6.8 | |
| VISA Inc | 6.3 | |
| Palantir Technologies Inc | 6.3 | |
| Wal Mart Stores Inc | 6.2 | |
| UnitedHealth Group Inc | 5.5 | |
| J P Morgan Chase & Co | 5.4 | |
| Stryker Corp | 5.3 | |
| Northrop Grumman Corp /DE/ | 5.0 | |
| Lockheed Martin Corp | 4.9 | |
| United Technologies Corp /DE/ | 4.9 | |
| Intuit Inc | 4.6 | |
| Salesforce Com Inc | 4.5 | |
| Palo Alto Networks Inc | 4.3 | |
| Harris Corp /DE/ | 2.5 | |
| Facebook Inc | 2.4 | |
| Home Depot Inc | 2.3 | |
| Cloudflare Inc | 2.3 | |
| Caterpillar Inc | 2.3 | |
| Starwood Property Trust Inc | 2.3 | |
| Bank of America Corp /DE/ | 2.1 | |
| Starbucks Corp | 2.1 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 95.0 |
| (b) Individuals (high net worth individuals) | 140 | 467.4 |
| (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 | 10.8 |
| (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 | 9 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,085 | 575.8 |
| By Discretionary | ||
| Discretionary | 986 | 548.3 |
| Non-Discretionary | 99 | 27.5 |
| Total | 1,085 | 575.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 575.7 | |
| Total | 1,085 | 575.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731260] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Care LLC
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|
0.6 | |
|
TLWM LLC
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|
TX | 0.6 |
|
Montag & Caldwell LLC
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|
GA | 0.6 |
|
Northeast Advisers Inc
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PA | 0.6 |
|
The Watchman Group Inc
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|
TX | 0.6 |
|
High Note Wealth LLC
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|
MN | 0.6 |
|
Peregrine Asset Advisers Inc
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|
OR | 0.6 |
|
Sandbox Financial Partners LLC
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|
MD | 0.6 |
|
Demming Financial Services Corp
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|
OH | 0.6 |
|
Ironwood Financial LLC
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|
AZ | 0.6 |