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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Gains Inc
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|---|---|
| CRD # | 111717 |
| SEC # | 801-41787 |
| CIK # | |
| AUM | $126.7 M (2025-01-23) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 847-318-9975 |
| Address | 8060 W Oakton Street, Suite 102 Niles, IL 60714 |
| Source | [IAPD] [Website] |
| Total AUM ($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) | 0 | 0.0 |
| (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 | 2 | 5.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 7 | 121.0 |
| (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 | 9 | 126.7 |
| By Discretionary | ||
| Discretionary | 9 | 126.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 126.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.7 | |
| Total | 9 | 126.7 |
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|---|---|---|
|
Brickell Key Asset Management LLC
✚
|
SC | 0.1 |
|
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NY | 0.1 |
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SRN Advisors LLC
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PA | 0.1 |
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Monetta Financial Services Inc
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IL | 0.1 |
|
Valeo Ventures Management LLC
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0.1 | |
|
Riverrock Asset Management LLC
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TX | 0.1 |
|
Hatch Cove Capital LLC
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|
0.1 | |
|
East Beach Asset Management LLC
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|
CA | 0.1 |
|
North Country Investment Advisers Inc
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|
NY | 0.1 |
|
Teucrium Investment Advisors LLC
✚
|
VT | 0.1 |