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| Caitlin John LLC
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|---|---|
| CRD # | 154494 |
| SEC # | 801-110731 |
| CIK # | 0002010947 |
| AUM | 214.9 M (2026-06-11) |
| Employees | 26 (92% Investors, 0% Brokers) |
| Phone | 810-355-1325 |
| Address | 1024 E Grand River Ave Brighton, MI 48116 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Silver Trust | 3.1 | ||
| World Currency Gold Trust | 2.6 | ||
| Nvidia Corp | 2.2 | ||
| SPDR Gold Trust | 1.8 | ||
| Newmont Mining Corp /DE/ | 1.8 | ||
| Microsoft Corp | 1.4 | ||
| Monolithic Power Systems Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 556 | 115.4 |
| (b) Individuals (high net worth individuals) | 46 | 94.0 |
| (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 | 4.9 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,158 | 214.9 |
| By Discretionary | ||
| Discretionary | 1,152 | 210.8 |
| Non-Discretionary | 6 | 4.1 |
| Total | 1,158 | 214.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.9 | |
| Total | 1,158 | 214.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010947] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 10 |
| Serves | Institutional, Retail, Research |
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