|
⚲
|
| Keyboard |
| Bedminster LLC
✚
|
|
|---|---|
| CRD # | 118794 |
| SEC # | 801-58083 |
| CIK # | 0002087564 |
| AUM | 199.0 M (2026-02-17) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 843-705-5544 |
| Address | 36 William Pope Dr Ste 201 Bluffton, SC 29909 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 3.2 | ||
| Microsoft Corp | 1.1 | ||
| Sempra Energy | 0.6 | ||
| Applied Materials Inc /DE | 0.6 | ||
| Apple Inc | 0.6 | ||
| Hanover Insurance Group Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 63.7 |
| (b) Individuals (high net worth individuals) | 59 | 133.9 |
| (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 | 1.4 |
| (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 | 517 | 199.0 |
| By Discretionary | ||
| Discretionary | 516 | 198.7 |
| Non-Discretionary | 1 | 0.3 |
| Total | 517 | 199.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.0 | |
| Total | 517 | 199.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002087564] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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