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| Blume Capital Management Inc
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| |
|---|---|
| CRD # | 111768 |
| SEC # | 801-55922 |
| CIK # | 0001587192 |
| AUM | $639.9 MM (2024-03-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 510-549-3534 |
| Address | 1708 Shattuck Ave Berkeley, CA 94709 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 17.8 | |
| GOOG | 1,482,566.4 | 15.6 | |
| FDX | 62,226.1 | 13.5 | |
| SCHW | 121,688.8 | 13.2 | |
| UBER | 43,357.6 | 11.8 | |
| META | 434,852.0 | 11.1 | |
| BAC | 278,315.2 | 10.7 | |
| MSFT | 1,918,222.4 | 10.0 | |
| JNJ | 465,600.2 | 9.5 | |
| AMAT | 82,662.4 | 9.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Hutchinson Capital Partners LLC | [2012-03-29] | 1.0 | 4.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 23.5 |
| (b) Individuals (high net worth individuals) | 161 | 616.4 |
| (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 | 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 | 860 | 639.9 |
| By Discretionary | ||
| Discretionary | 860 | 639.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 860 | 639.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 639.9 | |
| Total | 860 | 639.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| James Blume | 5 | ||
| Jeffrey St Claire | 5 | ||
| NA Blume Capital Management Inc | 4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001587192] | |
| D | [0001587192] |
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Shade Tree Advisors LLC
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IL | 0.5 |
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Woodward Diversified Capital LLC
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CA | 0.5 |