Attentive Investments LLC

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Assets, Funds, Holdings

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Attentive Investments LLC
CRD #315478
SEC #801-121822
CIK #0002012561, 0001746902
AUM $181.4 M (2025-03-19)
Employees 3 (33% Investors, 0% Brokers)
Phone209-636-4931
Address5345 N El Dorado St
Stockton, CA 95207
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
190152114763802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 374 116.1
(b) Individuals (high net worth individuals) 46 65.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,146 181.4
By Discretionary
Discretionary 1,142 173.5
Non-Discretionary 4 7.9
Total 1,146 181.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 181.4
Total 1,146 181.4
EDGAR Form CIK 2011 - 2025
D [0001746902]
D [0002012561]
Comparable Firms State AUM ($B)
Bedminster LLC
SC 0.2
Pinnacle Wealth Management LLC
CA 0.2
Alexis Investment Partners LLC
0.2
Sackett Wealth Advisors Inc
CA 0.2
CornerStone Alternatives LLC
SC 0.2
The Westchester Group LLC
0.2
Advisory Investor Services LLC
FL 0.2
Financial Management Inc
AR 0.2
ACME Jack Investments LLC
0.2
Arista Advisory Group LLC
NY 0.2
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