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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Berilium Technologies Inc
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|---|---|
| CRD # | 327058 |
| SEC # | 801-128216 |
| CIK # | |
| AUM | $3.6 M (2025-04-08) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 640-300-0475 |
| Address | 3720 S Susan St, Suite 250 Santa Ana, CA 92704 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 0.2 |
| (b) Individuals (high net worth individuals) | 29 | 3.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 50 | 3.6 |
| By Discretionary | ||
| Discretionary | 46 | 3.1 |
| Non-Discretionary | 4 | 0.5 |
| Total | 50 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 50 | 3.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bloomsbury Asset Management LLP
✚
|
0.0 | |
|
NN Investment Advisory LLC
✚
|
0.0 | |
|
Alphaai Capital Management LLC
✚
|
0.0 | |
|
Marketocracy Masters Inc
✚
|
MI | 0.0 |
|
Eden Intelligence Financial LLC
✚
|
0.0 | |
|
UMB Financial Services Inc
✚
|
MO | 0.0 |
|
Forester Capital Management Ltd
✚
|
IL | 0.0 |
|
Bluevine Advisory LLC
✚
|
NJ | 0.0 |
|
Paladin Capital LLC
✚
|
MN | 0.0 |
|
Mariner Wealth Advisors-Pr LLC
✚
|
KS | 0.0 |