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| Allen Financial Management LLC
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|
|
|---|---|
| CRD # | 153511 |
| SEC # | 801-132815 |
| CIK # | 0001303053, 0001326234 |
| AUM | $114.6 M (2025-04-18) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 248-572-4731 |
| Address | 925 N Lapeer Rd Oxford, MI 48371 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Palantir Technologies Inc | 0.2 | ||
| Acuity Brands Inc | 0.1 | ||
| Reinvent Technology Partners Y | 0.1 | ||
| Affirm Holdings Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| iShares Bitcoin Trust | 0.0 | ||
| Schwab Charles Corp | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Workday Inc | 0.0 | ||
| Reinvent Technology Partners | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 63.1 |
| (b) Individuals (high net worth individuals) | 25 | 51.5 |
| (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 | 433 | 114.6 |
| By Discretionary | ||
| Discretionary | 433 | 114.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 433 | 114.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.6 | |
| Total | 433 | 114.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001303053] | |
| 3 | [0001303053] | |
| 4 | [0001303053] | |
| SC 13D | [0001303053] | |
| SC 13G | [0001303053] | |
| 13F-HR | [0001326234] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Allen & Co LLC | Cargurus Inc | [2017-10-20] |
| Allen & Co LLC | Northern Power Systems Corp | [2014-04-28] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Allen & CO LLC | |
| CarGurus, Inc. | |
| Allen Operations LLC | |
| Allen Herbert A III | |
| Northern Power Systems Corp. |
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