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| Allen Capital Group LLC
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|---|---|
| CRD # | 135879 |
| SEC # | 801-64514 |
| CIK # | 0001601384 |
| AUM | 1,501.6 M (2026-03-31) |
| Employees | 38 (55% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 308-385-1500 |
| Address | 3540 PrairieView Street Grand Island, NE 68803 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.6 | ||
| ETFS Gold Trust | 20.7 | ||
| Global MOFY Metaverse Ltd | 19.5 | ||
| Alphabet Inc | 15.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 15.0 | ||
| Nvidia Corp | 14.1 | ||
| J P Morgan Chase & Co | 14.1 | ||
| Microsoft Corp | 11.8 | ||
| Amazon Com Inc | 10.9 | ||
| Schwab Charles Corp | 10.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | ACG Aerie II LLC | 2025-03-31 | 2.2 M | |
| RE | ACG Aerie LLC | [2024-03-29] | 4.1 M | 4.3 M |
| Offered $4,125,000 · Filed 2024-04-03 (D) · Exemption 506(b) · Minimum $125,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,779 | 427.1 |
| (b) Individuals (high net worth individuals) | 410 | 985.4 |
| (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 | 2 | 5.6 |
| (g) Pension and profit sharing plans | 4 | 8.6 |
| (h) Charitable organizations | 56 | 56.5 |
| (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 | 23 | 18.3 |
| (n) Other | 0 | 0.0 |
| Total | 7,162 | 1,501.6 |
| By Discretionary | ||
| Discretionary | 7,160 | 1,495.9 |
| Non-Discretionary | 2 | 5.6 |
| Total | 7,162 | 1,501.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,501.6 | |
| Total | 7,162 | 1,501.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Mark Allen | Director | 35 | 3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001601384] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 50 |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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