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| Biltmore Family Office LLC
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| |
|---|---|
| CRD # | 167174 |
| SEC # | 801-78011 |
| CIK # | 0001731123 |
| AUM | $2.9 BB (2024-03-29) |
| Employees | 20 (70% Investors, 0% Brokers) |
| Phone | 704-248-5230 |
| Address | 500 East Boulevard Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 172.7 | |
| AVDX | 1,313.3 | 38.2 | |
| IAU | 31.8 | ||
| MSFT | 1,918,222.4 | 14.5 | |
| MRK | 232,371.9 | 6.9 | |
| PHYS | 5.6 | ||
| ABBV | 269,466.6 | 5.4 | |
| AON | 56,421.9 | 5.1 | |
| FTAI | 1,855.8 | 4.8 | |
| EFX | 21,955.5 | 4.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 0.0 |
| (b) Individuals (high net worth individuals) | 68 | 2.8 |
| (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 | 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 | 981 | 2.9 |
| By Discretionary | ||
| Discretionary | 833 | 2.6 |
| Non-Discretionary | 148 | 0.3 |
| Total | 981 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 981 | 2.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001731123] |
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