AUA Capital Management LLC

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Assets, Funds, Holdings

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AUA Capital Management LLC
CRD #164914
SEC #801-79050
CIK #0001706915
AUM
Employees 6 (50% Investors, 0% Brokers)
Phone717-635-9220
Address2331 Market Street, Suite L
Camp Hill, PA 17011
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
200160120804002010201420192024
Sector Form 13F Holdings Value ($M)
Amazon Com Inc 5.9
Facebook Inc 4.2
Apple Inc 3.8
Microsoft Corp 3.6
Altria Group Inc 2.7
Alphabet Inc 2.7
SPDR Gold Trust 2.4
Mastercard Inc 1.9
Goldman Sachs Group Inc 1.6
Sustainable Opportunities Acquisition Corp 1.3
Holdings by Sector ($M)
190152114763802017202020232026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 58 180.1
(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 1 16.7
(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 97 196.9
By Discretionary
Discretionary 97 196.9
Non-Discretionary 0 0.0
Total 97 196.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 196.9
Total 97 196.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001706915]
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