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| Allen Capital Management LLC
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|---|---|
| CRD # | 135147 |
| SEC # | 801-67018 |
| CIK # | 0001601384 |
| AUM | $157.7 MM (2023-03-29) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 503-292-1041 |
| Address | 701 Columbia St, Ste 104 Vancouver, WA 98660 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 13.8 | |
| SGOL | 12.4 | ||
| BX | 69,051.8 | 6.6 | |
| MSFT | 1,918,222.4 | 5.7 | |
| JPM | 340,169.2 | 4.9 | |
| CSCO | 178,309.9 | 4.6 | |
| INTC | 154,482.4 | 4.3 | |
| HD | 277,648.0 | 4.1 | |
| GOOGL | 1,475,138.5 | 3.9 | |
| XYL | 14,029.2 | 3.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 97.6 |
| (b) Individuals (high net worth individuals) | 10 | 60.1 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 177 | 157.7 |
| By Discretionary | ||
| Discretionary | 177 | 157.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 177 | 157.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.7 | |
| Total | 177 | 157.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001601384] |
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|---|---|---|
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