|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Alps Advisors Inc
✚
|
|
|---|---|
| CRD # | 134340 |
| SEC # | 801-67135 |
| CIK # | 0001376113 |
| AUM | $28.6 B (2025-03-31) |
| Employees | 74 (38% Investors, 39% Brokers) |
| Phone | 303-623-2577 |
| Address | 1290 Broadway, Suite 1000 Denver, CO 80203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Plains All American Pipeline LP | 1.4 | ||
| Energy Transfer Equity LP | 1.3 | ||
| MPLX LP | 1.3 | ||
| Western Gas Equity Partners LP | 1.3 | ||
| Enterprise Products Partners L P | 1.3 | ||
| Susser Petroleum Partners LP | 1.3 | ||
| Hess Midstream LP | 1.1 | ||
| Cheniere Energy Partners LP | 0.5 | ||
| Genesis Energy LP | 0.4 | ||
| USA Compression Partners LP | 0.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 28.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 28.6 |
| By Discretionary | ||
| Discretionary | 12 | 28.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 28.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 28.6 | |
| Total | 12 | 28.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001376113] | |
| 13F-NT | [0001376113] | |
| 3 | [0001376113] | |
| 4 | [0001376113] | |
| 5 | [0001376113] | |
| SC 13G | [0001376113] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Accel Management Co LLC
✚
|
CA | 31.1 |
|
Invesco Asset Management Deutschland GmbH
✚
|
31.0 | |
|
Fidelity Management & Research Hong Kong Limited
✚
|
29.2 | |
|
40/86 Advisors Inc
✚
|
IN | 29.2 |
|
Touchstone Advisors Inc
✚
|
OH | 29.1 |
|
EdgePoint Investment Group Inc
✚
|
28.8 | |
|
Sompo Asset Management Co Ltd
✚
|
27.9 | |
|
Twentyfour Asset Management LLP
✚
|
26.5 | |
|
Constellation Investments Inc
✚
|
OH | 26.3 |
|
PGIM Multi-Asset Solutions LLC
✚
|
NJ | 26.3 |