|
⚲
|
| Keyboard |
| Cambient Family Office LLC
✚
|
|
|---|---|
| CRD # | 335128 |
| SEC # | 801-132283 |
| CIK # | 0002105684 |
| AUM | 857.9 M (2026-03-31) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 616-330-2270 |
| Address | 4690 E Fulton Street Ada, MI 49301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 48.3 | ||
| Microsoft Corp | 31.2 | ||
| Alphabet Inc | 24.2 | ||
| Apple Inc | 23.9 | ||
| Lilly Eli & Co | 21.9 | ||
| United Technologies Corp /DE/ | 16.1 | ||
| Amazon Com Inc | 15.2 | ||
| J P Morgan Chase & Co | 13.8 | ||
| AbbVie Inc | 13.8 | ||
| Palantir Technologies Inc | 9.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 172 | 517.3 |
| (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 | 6 | 66.0 |
| (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 | 20 | 274.7 |
| (n) Other | 0 | 0.0 |
| Total | 260 | 857.9 |
| By Discretionary | ||
| Discretionary | 258 | 781.2 |
| Non-Discretionary | 2 | 76.8 |
| Total | 260 | 857.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 857.9 | |
| Total | 260 | 857.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002105684] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lloyd Capital LLC
✚
|
863.3 M | |
|
GSG Advisors LLC
✚
|
NJ | 862.3 M |
|
Front Street Capital Management Inc
✚
|
MT | 862.0 M |
|
The High Net Worth Advisory Group LLC
✚
|
FL | 861.7 M |
|
Meridian Management Co
✚
|
AR | 861.6 M |
|
Keystone Wealth Services LLC
✚
|
CA | 860.7 M |
|
Atlas Private Wealth Advisors LLC
✚
|
NJ | 859.8 M |
|
Wealthcare Investment Partners LLC
✚
|
RI | 859.6 M |
|
Radnor Capital Management LLC
✚
|
PA | 854.8 M |
|
Birchwood Financial Partners Inc
✚
|
MN | 853.2 M |