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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Beckerman Institutional LLC
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|---|---|
| CRD # | 142480 |
| SEC # | 801-120898 |
| CIK # | 0002043468 |
| AUM | $253.4 M (2025-03-11) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 877-892-7738 |
| Address | 77 Main Avenue Ocean Grove, NJ 07756 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| World Currency Gold Trust | 4.2 | ||
| Alphabet Inc | 4.0 | ||
| Facebook Inc | 1.9 | ||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 13.8 |
| (b) Individuals (high net worth individuals) | 135 | 225.2 |
| (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 | 14.5 |
| (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 | 622 | 253.4 |
| By Discretionary | ||
| Discretionary | 604 | 243.7 |
| Non-Discretionary | 18 | 9.7 |
| Total | 622 | 253.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.4 | |
| Total | 622 | 253.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002043468] |
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