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Cable Hill Partners LLC
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CRD # | 168252 |
SEC # | 801-78336 |
CIK # | 0001674581 |
AUM | $1.7 BB (2024-03-20) |
Employees | 27 (52% Investors, 0% Brokers) |
Phone | 888-313-0417 |
Address | 1155 SW Morrison Street Portland, OR 97205 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 12.7 | |
LLY | 301,789.7 | 11.4 | |
MSFT | 1,918,222.4 | 9.1 | |
NVDA | 399,550.0 | 5.9 | |
LRCX | 60,793.2 | 5.5 | |
AVGO | 201,282.9 | 3.2 | |
CRM | 170,602.7 | 2.7 | |
ORCL | 182,760.6 | 2.5 | |
GOOGL | 1,475,138.5 | 2.2 | |
NKE | 161,751.8 | 2.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 322 | 143.4 |
(b) Individuals (high net worth individuals) | 307 | 1,169.5 |
(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 | 86 | 298.5 |
(h) Charitable organizations | 6 | 32.1 |
(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 | 5 | 22.4 |
(n) Other | 0 | 0.0 |
Total | 2,740 | 1,665.9 |
By Discretionary | ||
Discretionary | 2,645 | 1,357.5 |
Non-Discretionary | 95 | 308.3 |
Total | 2,740 | 1,665.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,665.9 | |
Total | 2,740 | 1,665.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001674581] |
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---|---|---|
The Edgar Lomax Company
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|
VA | 1.7 |
Avity Investment Management Inc
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CT | 1.7 |
CornerStone Management Inc
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GA | 1.7 |
Avendus Wealth Management Private Limited
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|
1.7 | |
LM Kohn & Company
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OH | 1.7 |
Beaird Harris Wealth Management LLC
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|
TX | 1.7 |
Retirement Resources Investment Corporation
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|
MA | 1.7 |
Ensemble Capital Management LLC
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|
CA | 1.7 |
Millennium Investment and Retirement Advisors LLC
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|
NC | 1.7 |
Intrua Financial LLC
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|
TX | 1.7 |