American Asset Management Inc

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Assets, Funds, Holdings

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American Asset Management Inc
CRD #123116
SEC #801-61586
CIK #0001569454
AUM $144.9 M (2025-05-07)
Employees 1 (100% Investors, 0% Brokers)
Phone561-955-8500
Address150 East Palmetto Park Road
Boca Raton, FL 33432
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3002401801206002002201020182026
Sector Form 13F Holdings Value ($M)
MicroStrategy Inc 0.8
SPDR Gold Trust 0.6
Apple Inc 0.6
Tesla Motors Inc 0.3
Therealreal Inc 0.1
 
 
 
 
 
 
Holdings by Sector ($M)
2502001501005002012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Ventnor Fund 2012-01-05 15.0
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 290 71.7
(b) Individuals (high net worth individuals) 25 73.1
(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 0.1
(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 575 144.9
By Discretionary
Discretionary 575 144.9
Non-Discretionary 0 0.0
Total 575 144.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 144.9
Total 575 144.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001569454]
Comparable Firms State AUM ($B)
Miller Global Investments LLC
TX 0.2
Traub Capital Management LLC
MA 0.2
Eliot Rose Wealth Management LLC
RI 0.2
Covey Capital Advisors LLC
GA 0.2
Bannerstone Capital Management LLC
MN 0.1
Live Oak Wealth Advisory Group LLC
TX 0.1
Essex Ridge Capital Group LLC
MO 0.1
Blank Equity Management LLC
NY 0.1
Quantum LEAP Capital LLC
VT 0.1
Alluvial Capital Management LLC
0.1
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