|
⚲
|
| Keyboard |
| Barden Capital Management Inc
✚
|
|
|---|---|
| CRD # | 141769 |
| SEC # | 801-126158 |
| CIK # | 0001906798 |
| AUM | 183.5 M (2026-02-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 512-366-8081 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.4 | ||
| Apple Inc | 3.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.8 | ||
| Amazon Com Inc | 2.8 | ||
| Lilly Eli & Co | 2.6 | ||
| Microsoft Corp | 2.2 | ||
| Visa Inc | 2.2 | ||
| Mastercard Inc | 2.1 | ||
| Caseys General Stores Inc | 2.0 | ||
| Parker Hannifin Corp | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 62.1 |
| (b) Individuals (high net worth individuals) | 42 | 121.4 |
| (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 | 203 | 183.5 |
| By Discretionary | ||
| Discretionary | 203 | 183.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 203 | 183.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.5 | |
| Total | 203 | 183.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906798] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Signet Private Wealth LLC
✚
|
IL | 189.7 M |
|
Financial Independence Advisors LLC
✚
|
FL | 189.6 M |
|
KRS Capital Management LLC
✚
|
MI | 188.9 M |
|
Journey Retirement Planning and Investment Management LLC
✚
|
ID | 187.3 M |
|
Diamond Client Group LLC
✚
|
TX | 185.8 M |
|
Sandy Morris Financial & Estate Planning Services LLC
✚
|
FL | 183.1 M |
|
Marsh Wealth Management LLC
✚
|
TN | 182.3 M |
|
The Planner's Edge LLC
✚
|
WA | 178.7 M |
|
Farris Capital Management Inc
✚
|
TX | 177.5 M |
|
Tea & Taxes Company DBA Prosperitea Planning
✚
|
MA | 176.9 M |