B&D White Capital Company LLC

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Assets, Funds, Holdings

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B&D White Capital Company LLC
CRD #173822
SEC #801-116701
CIK #0001752523
AUM 925.2 M (2026-03-23)
Employees 7 (86% Investors, 0% Brokers)
Phone512-522-9043
Address2802 Flintrock Trace
Lakeway, TX 78738
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
100080060040020002010201520212027
Sector Form 13F Holdings Value ($M)
Amazon Com Inc 153.6
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
90072054036018002021202320252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 124 25.0
(b) Individuals (high net worth individuals) 186 897.0
(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 3 3.2
(n) Other 0 0.0
Total 735 925.2
By Discretionary
Discretionary 735 925.2
Non-Discretionary 0 0.0
Total 735 925.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 925.2
Total 735 925.2
EDGAR Form CIK 2011 - 2026
13F-HR [0001752523]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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