|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Allen Investment Management LLC
✚
|
|
|---|---|
| CRD # | 124454 |
| SEC # | 801-61985 |
| CIK # | 0001303053, 0001326234 |
| AUM | $15.8 B (2025-03-27) |
| Employees | 29 (41% Investors, 0% Brokers) |
| Phone | 212-832-8000 |
| Address | 711 Fifth Avenue, 10th Floor New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| 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) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | ACIA Asset Allocation Fund LP | [2012-03-29] | 129.9 | 0.7 |
| HF | ACIA Equity Fund LP | [2012-03-29] | 10.5 | 0.3 |
| HF | Allen Global Partners LP | [2012-03-29] | 351.6 | 343.6 |
| HF | Allen Global Partners Offshore | 2012-03-29 | 504.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 143 | 15.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 822 | 15.8 |
| By Discretionary | ||
| Discretionary | 795 | 13.3 |
| Non-Discretionary | 27 | 2.6 |
| Total | 822 | 15.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 13.8 | |
| Total | 822 | 15.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Robert Dean | 34 | |||
| Howard Felson | 3 | |||
| Paul Gould | 11 | |||
| Allen Investment Management LLC | 3 | |||
| Herbert Allen III | 2 | |||
| Amanda Nguyen | 2 | |||
| Joseph Cerullo | 2 | |||
| Kevin Medina | 2 | |||
| Kim Wieland | 2 | |||
| Chris Shakal | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001303053] | |
| 3 | [0001303053] | |
| 4 | [0001303053] | |
| SC 13D | [0001303053] | |
| SC 13G | [0001303053] | |
| 13F-HR | [0001326234] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Allen & Co LLC | Cargurus Inc | [2017-10-20] |
| Allen & Co LLC | Northern Power Systems Corp | [2014-04-28] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Allen & CO LLC | |
| CarGurus, Inc. | |
| Allen Operations LLC | |
| Allen Herbert A III | |
| Northern Power Systems Corp. |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wellington Management Japan PTE Ltd
✚
|
17.9 | |
|
T Rowe Price Australia Limited
✚
|
17.5 | |
|
Carillon Tower Advisers Inc
✚
|
FL | 16.4 |
|
Great Lakes Advisors LLC
✚
|
IL | 15.3 |
|
Akre Capital Management LLC
✚
|
VA | 14.4 |
|
Quantinno Capital Management LP
✚
|
NY | 14.3 |
|
Yacktman Asset Management LP
✚
|
TX | 13.2 |
|
National Investment Services of America LLC
✚
|
WI | 12.9 |
|
SIT Fixed Income Advisors II LLC
✚
|
MN | 12.9 |
|
G10 Capital Limited
✚
|
12.8 |