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| Binnacle Investments Inc
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|---|---|
| CRD # | 313185 |
| SEC # | 801-120747 |
| CIK # | 0002060308 |
| AUM | 264.1 M (2026-05-21) |
| Employees | 8 (62% Investors, 38% Brokers) |
| Fees | |
| Minimum | |
| Phone | 515-225-9500 |
| Address | 2400 86th Street Urbandale, IA 50322 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 3.8 | ||
| Apple Inc | 2.9 | ||
| Microsoft Corp | 2.6 | ||
| Amazon Com Inc | 2.2 | ||
| Alphabet Inc | 1.7 | ||
| Broadcom Inc | 1.6 | ||
| Alphabet Inc | 1.2 | ||
| Facebook Inc | 1.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.9 | ||
| Lilly Eli & Co | 0.7 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 220 | 43.6 |
| (b) Individuals (high net worth individuals) | 130 | 215.4 |
| (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 | 4 | 5.1 |
| (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 | 885 | 264.1 |
| By Discretionary | ||
| Discretionary | 885 | 264.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 885 | 264.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.1 | |
| Total | 885 | 264.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002060308] | |
| 13F-NT | [0002060308] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
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OR | 264.7 M |
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TX | 264.6 M |
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ROI Financial Advisors LLC
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|
Optimus Capital Advisors LLC
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TX | 264.1 M |
|
ARKA Capital AM Ltd
✚
|
263.8 M | |
|
Bankplus Wealth Management LLC
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|
MS | 263.8 M |
|
Premier Private Wealth LLC
✚
|
TN | 263.5 M |