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| Happy Holidays!! thanks for using AUM13F!! |
| Calder Investment Advisors
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| CRD # | 143973 |
| SEC # | 801-67907 |
| CIK # | |
| AUM | $260.7 M (2025-03-07) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 616-235-2442 |
| Address | 7504 Thornapple River Dr SE Ada, MI 49301 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 437 | 126.8 |
| (b) Individuals (high net worth individuals) | 6 | 35.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 56 | 98.0 |
| (h) Charitable organizations | 2 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,319 | 260.7 |
| By Discretionary | ||
| Discretionary | 1,319 | 260.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,319 | 260.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.7 | |
| Total | 1,319 | 260.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Transition Financial Advisors Group Inc
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|
0.3 | |
|
Alpha Solutions Investment Advisors LLC
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|
CA | 0.3 |
|
Smith Asset Management Co LLC
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FL | 0.3 |
|
Victrix Investment Advisors LLC
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|
FL | 0.3 |
|
The Ellerson Group Inc
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|
MD | 0.3 |
|
J Hagan Capital Inc
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|
KY | 0.3 |
|
Birch Capital Management LLC
✚
|
0.3 | |
|
Oakwood Capital Inc
✚
|
MN | 0.3 |
|
Martin Nelson & Co Inc
✚
|
WA | 0.3 |
|
Napatree Capital LLC
✚
|
RI | 0.3 |