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| Happy Holidays!! thanks for using AUM13F!! |
| Binnacle Investments Inc
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| CRD # | 313185 |
| SEC # | 801-120747 |
| CIK # | 0002060308 |
| AUM | $217.4 M (2025-03-25) |
| Employees | 8 (62% Investors, 38% Brokers) |
| Phone | 515-225-9500 |
| Address | 2400 86th Street Urbandale, IA 50322 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tractor Supply Co /DE/ | 2.0 | ||
| Apple Inc | 1.4 | ||
| Microsoft Corp | 1.1 | ||
| Broadcom Inc | 0.5 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 259 | 63.7 |
| (b) Individuals (high net worth individuals) | 88 | 149.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 866 | 217.4 |
| By Discretionary | ||
| Discretionary | 866 | 217.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 866 | 217.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.4 | |
| Total | 866 | 217.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002060308] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Imperium Wealth Management LLC
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TX | 0.2 |
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Ipsen Advisor Group LLC
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AR | 0.2 |
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TFP Management LLC
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IA | 0.2 |
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Pacific Wealth Strategies Group Inc
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CA | 0.2 |
|
Richardson Wealth USA Limited
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0.2 | |
|
Kailix Advisors LLC
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FL | 0.2 |
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Financial Futures Limited Liability Company
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NJ | 0.2 |
|
Western Pacific Wealth Management LP
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IL | 0.2 |
|
Beadell A D Investment Counsel Inc
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WI | 0.2 |
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Wealth Management Group of North America LLC
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CT | 0.2 |