|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Bedminster LLC
✚
|
|
|---|---|
| CRD # | 118794 |
| SEC # | 801-58083 |
| CIK # | |
| AUM | $181.8 M (2025-03-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 843-705-5544 |
| Address | 36 William Pope Dr Ste 201 Bluffton, SC 29909 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 60.3 |
| (b) Individuals (high net worth individuals) | 58 | 120.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 573 | 181.8 |
| By Discretionary | ||
| Discretionary | 573 | 181.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 573 | 181.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.8 | |
| Total | 573 | 181.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Terraform Wealth LLC
✚
|
TX | 0.2 |
|
Capital Consulting & Asset Management Inc
✚
|
NE | 0.2 |
|
Keynote Financial Services LLC
✚
|
CT | 0.2 |
|
Merkkuri Wealth Advisors LLC
✚
|
NY | 0.2 |
|
North American Wealth Advisors Inc
✚
|
MN | 0.2 |
|
Assured Retirement Financial Group Inc
✚
|
MN | 0.2 |
|
Pinnacle Wealth Management LLC
✚
|
CA | 0.2 |
|
Alexis Investment Partners LLC
✚
|
0.2 | |
|
Attentive Investments LLC
✚
|
CA | 0.2 |
|
Sackett Wealth Advisors Inc
✚
|
CA | 0.2 |