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| Happy Holidays!! thanks for using AUM13F!! |
| Blume Capital Management Inc
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| CRD # | 111768 |
| SEC # | 801-55922 |
| CIK # | 0001587192 |
| AUM | $696.1 M (2025-03-31) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 510-549-3534 |
| Address | 1708 Shattuck Ave Berkeley, CA 94709 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.3 | ||
| Schwab Charles Corp | 15.5 | ||
| Uber Technologies Inc | 15.4 | ||
| Alphabet Inc | 14.9 | ||
| Capital One Financial Corp | 13.6 | ||
| Facebook Inc | 13.3 | ||
| Citigroup Inc | 13.1 | ||
| Bank of America Corp /DE/ | 11.9 | ||
| Walt Disney Co | 11.1 | ||
| Microsoft Corp | 10.8 | ||
| View All | |||
| Holdings by Sector ($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) | 75 | 30.8 |
| (b) Individuals (high net worth individuals) | 159 | 665.1 |
| (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 | 0.2 |
| (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 | 871 | 696.1 |
| By Discretionary | ||
| Discretionary | 871 | 696.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 871 | 696.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 696.1 | |
| Total | 871 | 696.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| James Blume | 5 | ||
| Jeffrey St Claire | 5 | ||
| NA Blume Capital Management Inc | 4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001587192] | |
| D | [0001587192] |
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TX | 0.6 |
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CA | 0.6 |