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| BDFS Capital LLC
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|---|---|
| CRD # | 287680 |
| SEC # | 801-120724 |
| CIK # | 0002112636 |
| AUM | 411.3 M (2026-01-30) |
| Employees | 9 (100% Investors, 22% Brokers) |
| Phone | 302-265-2236 |
| Address | 19409 Plantation Rd Rehoboth Beach, DE 19971 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002112636 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.5 | ||
| Apple Inc | 3.3 | ||
| Microsoft Corp | 2.2 | ||
| Boeing Co | 1.7 | ||
| Northrop Grumman Corp /DE/ | 1.7 | ||
| Amazon Com Inc | 1.6 | ||
| Facebook Inc | 1.6 | ||
| Carpenter Technology Corp | 1.5 | ||
| Amkor Technology Inc | 1.4 | ||
| Johnson & Johnson | 1.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 681 | 193.3 |
| (b) Individuals (high net worth individuals) | 75 | 212.2 |
| (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 | 2 | 1.0 |
| (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 | 4 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,743 | 411.3 |
| By Discretionary | ||
| Discretionary | 1,719 | 408.3 |
| Non-Discretionary | 24 | 3.0 |
| Total | 1,743 | 411.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 411.3 | |
| Total | 1,743 | 411.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002112636] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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