Beck Capital Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
⚲
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Beck Capital Management LLC
✚
CRD #152705
SEC #801-70977
CIK #0001601904
AUM 562.4 M (2026-04-16)
Employees 9 (78% Investors, 0% Brokers)
Fees
Minimum
Phone512-345-6789
Address2009 S Capital of Texas Hwy
Austin, TX 78746
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
60048036024012002008201420202027
CIK Period
0001601904
Sector Form 13F Holdings Value ($M)
Nvidia Corp 28.2
GS Acquisition Holdings Corp 19.5
GE Vernova Inc 16.5
Cameco Corp 13.6
Broadcom Inc 13.2
Facebook Inc 12.1
Fortress Transportation & Infrastructure Investors LLC 12.0
Microsoft Corp 9.6
Alphabet Inc 9.6
Micron Technology Inc 9.5
Amazon Com Inc 9.1
Apple Inc 8.2
Cheniere Energy Inc 7.9
iShares Comex Gold Trust 7.8
Wal Mart Stores Inc 7.7
EQT Corp 7.7
Targa Resources Corp 7.2
Taiwan Semiconductor Manufacturing Co Ltd 6.8
Health Care REIT Inc /DE/ 6.7
Corning Inc /NY 6.6
American Capital Agency Corp 6.1
Babcock & Wilcox Co 5.9
Fortress Value Acquisition Corp 5.9
General Electric Co 5.8
Lilly Eli & Co 5.7
Palo Alto Networks Inc 5.6
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 256 87.0
(b) Individuals (high net worth individuals) 193 470.4
(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 1 4.9
(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 1 0.1
(n) Other 0 0.0
Total 1,110 562.4
By Discretionary
Discretionary 1,110 562.4
Non-Discretionary 0 0.0
Total 1,110 562.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 562.4
Total 1,110 562.4
EDGAR Form CIK 2011 - 2026
13F-HR [0001601904]
SC 13G [0001601904]
Form 13D/13G Filer Form 13D/13G Subject Filed
Beck Capital Management LLC Astrotech Corp [2018-02-14]
Beck Capital Management LLC Astrotech Corp WA [2015-02-12]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesRetail
Comparable Firms State AUM
Decker Wealth Management LLC
✚
TN 566.2 M
Shikiar Asset Management Inc
✚
NY 564.0 M
Tortuga Advisers LLC
✚
CA 563.5 M
Downtown Wealth Studios LLC
✚
FL 563.5 M
Lifeguide Financial Advisors LLC
✚
PA 562.9 M
Dumont & Blake Investment Advisors LLC
✚
NJ 562.3 M
John A Wolfe & Associates Inc
✚
MI 560.7 M
M Kraus & Company
✚
VT 559.3 M
Narus Financial Partners LLC
✚
UT 559.0 M
Wealth Science Advisors LLC
✚
GA 558.7 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com