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| Happy Holidays!! thanks for using AUM13F!! |
| ASB Consultores LLC
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| CRD # | 189514 |
| SEC # | 801-114028 |
| CIK # | 0001941369 |
| AUM | $900.6 M (2025-07-15) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 305-318-7172 |
| Address | 801 Brickell Ave Miami, FL 33131 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001941369 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.8 | ||
| Nvidia Corp | 2.3 | ||
| Amazon Com Inc | 1.9 | ||
| Broadcom Inc | 1.7 | ||
| Facebook Inc | 1.6 | ||
| Morgan Stanley Direct Lending Fund | 1.5 | ||
| Alphabet Inc | 1.3 | ||
| Netflix Inc | 1.2 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Philip Morris International Inc | 1.2 | ||
| VISA Inc | 1.1 | ||
| Tesla Motors Inc | 1.0 | ||
| Wal Mart Stores Inc | 0.9 | ||
| Cloudflare Inc | 0.9 | ||
| Oracle Corp | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.2 |
| (b) Individuals (high net worth individuals) | 5 | 900.4 |
| (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 | 0.0 |
| (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 | 26 | 900.6 |
| By Discretionary | ||
| Discretionary | 26 | 900.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 26 | 900.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 812.2 | |
| United States Persons | 88.4 | |
| Total | 26 | 900.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001941369] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gould Asset Management LLC
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|
CA | 0.9 |
|
Armbruster Capital Management Inc
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|
NY | 0.9 |
|
Minneapolis Portfolio Management Group LLC
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|
MN | 0.9 |
|
Archer Investment Corporation
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|
IN | 0.9 |
|
Syverson Strege & Company
✚
|
IA | 0.9 |
|
Sittner & Nelson LLC
✚
|
OR | 0.9 |
|
Strid Group LLC
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|
PA | 0.9 |
|
Mengis Capital Management Inc
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|
OR | 0.9 |
|
Nippon Value Investors KK
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|
0.9 | |
|
The Mosaic Financial Group LLC
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|
IL | 0.9 |