|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Anfield Capital Management LLC
✚
|
|
|---|---|
| CRD # | 165211 |
| SEC # | 801-77714 |
| CIK # | 0001602020 |
| AUM | $1.8 B (2025-03-20) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 949-891-0600 |
| Address | 19900 MacArthur Boulevard Irvine, CA 92612 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 2.0 | ||
| Netflix Inc | 2.0 | ||
| Facebook Inc | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 477.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 1,283.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 16.9 |
| (n) Other | 0 | 0.0 |
| Total | 710 | 1,778.2 |
| By Discretionary | ||
| Discretionary | 710 | 1,778.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 710 | 1,778.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,778.2 | |
| Total | 710 | 1,778.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001602020] | |
| 13F-NT | [0001602020] | |
| D | [0001602020] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Anfield Capital Management LLC
✚
|
CA | 1.8 |
|
Regents Park Funds LLC
✚
|
CA | 0.4 |
|
Cubetech Capital LLC
✚
|
0.0 | |
|
Anfield Advisors LLC
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Okabena Investment Services Inc
✚
|
MN | 1.8 |
|
Peconic Partners LLC
✚
|
NY | 1.8 |
|
Boreal Capital Management LLC
✚
|
FL | 1.8 |
|
Merricks Capital PTY Ltd
✚
|
1.8 | |
|
Spyglass Capital Management LLC
✚
|
CA | 1.8 |
|
Rice Hall James & Associates LLC
✚
|
CA | 1.8 |
|
Narwhal Capital Managment LLC
✚
|
GA | 1.8 |
|
Smith Affiliated Capital Corp
✚
|
NY | 1.7 |
|
Woodmont Investment Counsel LLC
✚
|
TN | 1.7 |
|
Clear Harbor Asset Management LLC
✚
|
CT | 1.7 |