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| Happy Holidays!! thanks for using AUM13F!! |
| Aspetuck Financial Management LLC
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| CRD # | 134500 |
| SEC # | 801-125900 |
| CIK # | 0002048608 |
| AUM | $152.7 M (2025-02-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 203-226-5733 |
| Address | 27A Imperial Ave Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 16.6 | ||
| Microsoft Corp | 6.8 | ||
| Alphabet Inc | 3.6 | ||
| Apple Inc | 3.6 | ||
| Broadcom Inc | 3.5 | ||
| Amazon Com Inc | 3.3 | ||
| J P Morgan Chase & Co | 3.2 | ||
| Rambus Inc | 2.7 | ||
| Lam Research Corp | 2.5 | ||
| World Currency Gold Trust | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 23.3 |
| (b) Individuals (high net worth individuals) | 30 | 109.8 |
| (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 | 5 | 16.4 |
| (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 | 5 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 451 | 152.7 |
| By Discretionary | ||
| Discretionary | 451 | 152.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 451 | 152.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 150.2 | |
| Total | 451 | 152.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002048608] |
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