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| BRIO Consultants LLC
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|
|---|---|
| CRD # | 289889 |
| SEC # | 801-111830 |
| CIK # | 0001747799 |
| AUM | $842.6 M (2025-05-02) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 415-623-2450 |
| Address | 19 Sutter Street San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 466 | 171.9 |
| (b) Individuals (high net worth individuals) | 299 | 670.3 |
| (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 | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,082 | 842.6 |
| By Discretionary | ||
| Discretionary | 3,075 | 839.3 |
| Non-Discretionary | 7 | 3.3 |
| Total | 3,082 | 842.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 842.6 | |
| Total | 3,082 | 842.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001747799] |
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