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Botty Investors LLC
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CRD # | 151807 |
SEC # | 801-70679 |
CIK # | 0001483472 |
AUM | $3.3 BB (2024-03-01) |
Employees | 9 (56% Investors, 0% Brokers) |
Phone | 786-810-3660 |
Address | 121 Alhambra Plaza Coral Gables, FL 33134 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AMZN | 1,092,997.8 | 19.0 | |
LZB | 1,051.9 | 17.4 | |
DMLP | 1,008.3 | 16.8 | |
GOOGL | 1,475,138.5 | 11.0 | |
CW | 5,042.1 | 10.9 | |
TMO | 209,733.6 | 7.9 | |
GPC | 19,179.1 | 7.1 | |
CSCO | 178,309.9 | 6.2 | |
EPD | 54,009.8 | 4.8 | |
LNG | 34,273.2 | 4.1 | |
View All |
Holdings by Sector ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Archpoint BARB LP | [2023-02-08] | 30.6 | 31.6 |
Other | Archpoint Bolttech LP | [2022-03-07] | 6.7 | 7.4 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 29 | 3.1 |
(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 | 2 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.2 |
(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 | 212 | 3.3 |
By Discretionary | ||
Discretionary | 100 | 0.7 |
Non-Discretionary | 112 | 2.7 |
Total | 212 | 3.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 3.3 | |
Total | 212 | 3.3 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Alfredo Botty | 7 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001483472] |
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CA | 3.4 |
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MN | 3.4 |
Schechter Investment Advisors LLC
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MI | 3.3 |
Calamos Wealth Management LLC
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IL | 3.3 |
Aristotle Capital Boston LLC
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MA | 3.3 |
Sowell Financial Services LLC
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AR | 3.3 |