|
⚲
|
| Allie Family Office LLC
✚
|
|
|---|---|
| CRD # | 307144 |
| SEC # | 801-118866 |
| CIK # | 0001908612 |
| AUM | $1.3 B (2026-03-25) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 786-635-7162 |
| Address | 1200 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 10.6 | ||
| iShares Comex Gold Trust | 5.2 | ||
| iShares Bitcoin Trust | 3.7 | ||
| Microsoft Corp | 1.6 | ||
| Nvidia Corp | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 30 | 391.4 |
| (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 | 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 | 21 | 930.3 |
| (n) Other | 0 | 0.0 |
| Total | 51 | 1,321.7 |
| By Discretionary | ||
| Discretionary | 31 | 572.1 |
| Non-Discretionary | 20 | 749.6 |
| Total | 51 | 1,321.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,255.2 | |
| United States Persons | 66.5 | |
| Total | 51 | 1,321.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908612] |
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