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| Happy Holidays!! thanks for using AUM13F!! |
| Bearing Point Capital LLC
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| CRD # | 332023 |
| SEC # | 801-130682 |
| CIK # | 0002052916 |
| AUM | $907.5 M (2025-03-26) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 952-800-6301 |
| Address | 3800 American Blvd West Bloomington, MN 55431 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 30.3 | ||
| Apple Inc | 19.4 | ||
| Microsoft Corp | 17.6 | ||
| VISA Inc | 13.5 | ||
| J P Morgan Chase & Co | 13.3 | ||
| Broadcom Inc | 13.3 | ||
| Amazon Com Inc | 13.2 | ||
| Palo Alto Networks Inc | 13.0 | ||
| Archer Daniels Midland Co | 10.0 | ||
| Bank of America Corp /DE/ | 9.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 72.0 |
| (b) Individuals (high net worth individuals) | 83 | 812.7 |
| (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 | 5 | 22.7 |
| (n) Other | 0 | 0.0 |
| Total | 715 | 907.5 |
| By Discretionary | ||
| Discretionary | 715 | 907.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 715 | 907.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 907.5 | |
| Total | 715 | 907.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002052916] |
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