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| Biltmore Investment Management LLC
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| CRD # | 111698 |
| SEC # | 801-69391 |
| CIK # | 0000821308 |
| AUM | |
| Employees | |
| Phone | 920-435-2555 |
| Address | 125 S Jefferson Street, Suite 302 Green Bay, WI 54301 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 110 | 40.6 |
| By Discretionary | ||
| Discretionary | 110 | 40.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 110 | 40.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 40.6 | |
| Total | 110 | 40.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0000821308] | |
| 4 | [0000821308] | |
| SC 13G | [0000821308] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Biltmore International Corporation | Arvana Inc | [2018-11-07] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Biltmore International Corporation | |
| Arvana Inc |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Arvana Inc AVNI
Common Stock
|
2019-10-29 | Sell | 51,000 | $0.13 | 6,630 |
|
Arvana Inc AVNI
Common Stock
|
2019-10-24 | Sell | 45,956 | $0.24 | 11,029 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2017-04-07 | Sell | 1,000 | $0.50 | 500 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2016-07-14 | Buy | 125 | $0.40 | 50 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2016-05-20 | Sell | 2,000 | $0.51 | 1,020 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2016-03-14 | Buy | 1,470 | $0.20 | 294 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2016-01-14 | Buy | 2,500 | $0.23 | 575 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2015-12-14 | Buy | 19 | $0.23 | 4 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2015-11-10 | Buy | 9,317 | $0.23 | 2,143 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2015-10-30 | Buy | 50 | $0.23 | 12 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2015-08-31 | Buy | 750 | $0.30 | 225 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2015-04-10 | Buy | 3,500 | $0.21 | 735 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2015-02-04 | Buy | 15,100 | $0.18 | 2,718 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2014-12-31 | Buy | 10,000 | $0.19 | 1,900 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2014-09-25 | Buy | 5,000 | $0.15 | 750 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2014-09-04 | Buy | 34,300 | $0.16 | 5,488 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2014-08-07 | Buy | 1,250 | $0.15 | 188 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2014-03-21 | Buy | 7,500 | $0.19 | 1,425 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2014-01-13 | Buy | 5,000 | $0.11 | 550 |
|
Arvana Inc AVNI
Common Stock, $0.001 Par Value
|
2013-12-30 | Buy | 5,000 | $0.10 | 500 |
| showing 20 of 26 most recent transactions | |||||