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⚲
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| Blume Capital Management Inc
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|
|
|---|---|
| CRD # | 111768 |
| SEC # | 801-55922 |
| CIK # | 0001587192 |
| AUM | $856.6 M (2026-05-27) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 510-549-3534 |
| Address | 1708 Shattuck Ave Berkeley, CA 94709 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 30.9 | ||
| Apple Inc | 25.5 | ||
| Citigroup Inc | 17.1 | ||
| Schwab Charles Corp | 15.8 | ||
| Micron Technology Inc | 14.3 | ||
| Fedex Corp | 13.8 | ||
| Freeport McMoran Copper & Gold Inc | 13.4 | ||
| Applied Materials Inc /DE | 13.3 | ||
| Johnson & Johnson | 12.9 | ||
| Capital One Financial Corp | 11.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Hutchinson Capital Partners LLC | [2012-03-29] | 1.0 | 4.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 21.5 |
| (b) Individuals (high net worth individuals) | 175 | 834.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 903 | 856.6 |
| By Discretionary | ||
| Discretionary | 903 | 856.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 903 | 856.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 856.6 | |
| Total | 903 | 856.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Blume | 5 | 2 | ||
| Jeffrey St Claire | 5 | 2 | ||
| NA Blume Capital Management Inc | 4 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001587192] | |
| D | [0001587192] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Intertide Partners LLC
✚
|
IL | 1.0 |
|
M Kulyk & Associates LLC
✚
|
0.8 | |
|
Torreyana Capital LLC
✚
|
CA | 0.8 |
|
Huntleigh Advisors Inc
✚
|
MO | 0.8 |
|
Goalvest Advisory LLC
✚
|
NY | 0.8 |
|
Blue Zone Wealth Advisors LLC
✚
|
CA | 0.8 |
|
Harvest Investment Services LLC
✚
|
IL | 0.8 |
|
SFE Investment Counsel Inc
✚
|
CA | 0.7 |
|
Doliver Advisors LP
✚
|
TX | 0.7 |
|
Morangie Management LLC
✚
|
FL | 0.7 |