|
⚲
|
| Alongside LLC
✚
|
|
|---|---|
| CRD # | 333587 |
| SEC # | 801-131682 |
| CIK # | 0002113496 |
| AUM | $878.6 M (2026-06-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 512-241-7341 |
| Address | 3711 S Mopac Expy Austin, TX 78746 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.8 | ||
| AbbVie Inc | 1.7 | ||
| Lilly Eli & Co | 1.7 | ||
| Apple Inc | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,912 | 485.7 |
| (b) Individuals (high net worth individuals) | 191 | 385.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,903 | 878.6 |
| By Discretionary | ||
| Discretionary | 3,903 | 878.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,903 | 878.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 878.6 | |
| Total | 3,903 | 878.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002113496] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Optas LLC
✚
|
TX | 0.9 |
|
All Star Financial LLC
✚
|
MN | 0.9 |
|
Freedom Advisory LLC
✚
|
PR | 0.9 |
|
Park Place Capital Corporation
✚
|
AL | 0.9 |
|
Transatlantique Private Wealth LLC
✚
|
NY | 0.9 |
|
Chatham Capital Group Inc
✚
|
GA | 0.9 |
|
Milestone Investment Advisors LLC
✚
|
WI | 0.9 |
|
Noesis Capital Management Corp
✚
|
FL | 0.9 |
|
Icon Advisers Inc
✚
|
CO | 0.9 |
|
Leisure Capital Management Inc
✚
|
CA | 0.9 |