|
⚲
|
| Alps Advisors Inc
✚
|
|
|---|---|
| CRD # | 134340 |
| SEC # | 801-67135 |
| CIK # | 0001376113 |
| AUM | $19.3 BB (2023-03-31) |
| Employees | 56 (32% Investors, 64% Brokers) |
| Phone | 303-623-2577 |
| Address | 1290 Broadway, Suite 1000 Denver, CO 80203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MMP | 10.3 | 0.8 | |
| EPD | 54.0 | 0.8 | |
| MPLX | 29.8 | 0.8 | |
| ET | 31.9 | 0.8 | |
| PAA | 7.1 | 0.8 | |
| WES | 9.9 | 0.8 | |
| ENLC | 4.3 | 0.5 | |
| CEQP | 2.5 | 0.3 | |
| CQP | 22.6 | 0.3 | |
| NS | 1.5 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 18.9 |
| (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 | 8 | 18.9 |
| By Discretionary | ||
| Discretionary | 8 | 18.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 18.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 18.9 | |
| Total | 8 | 18.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001376113] | |
| 13F-NT | [0001376113] | |
| 3 | [0001376113] | |
| 4 | [0001376113] | |
| 5 | [0001376113] | |
| SC 13G | [0001376113] |
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|---|---|---|
|
Fidelity Management & Research Hong Kong Limited
✚
|
21.4 | |
|
Hilltop Securities Asset Management LLC
✚
|
TX | 21.4 |
|
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NY | 21.1 |
|
First Sentier Investors UK IM Limited
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|
American Money Management Corporation AMMC
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OH | 20.0 |
|
FS/KKR Advisor LLC
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PA | 18.6 |
|
First Sentier Investors UK Funds Limited
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|
18.2 | |
|
Brown Brothers Harriman & Co
✚
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NY | 18.2 |
|
DBX Advisors LLC
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|
NY | 18.1 |
|
Mutual of America Capital Management LLC
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|
NY | 18.0 |