Cascade Investment Group Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Cascade Investment Group Inc
CRD #35844
SEC #801-53819
CIK #0000018061, 0000919447, 0001052192, 0001648887
AUM $341.9 MM (2024-07-02)
Employees 7 (71% Investors, 100% Brokers)
Phone719-632-0818
Address444 E Pikes Peak Avenue
Colorado Springs, CO 80903
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
4003202401608002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 6.4
MSFT 1,918,222.4 3.8
ABR 2,140.3 3.1
AMZN 1,092,997.8 2.6
GLP 822.0 2.4
PBA 19,898.5 2.4
CVX 294,604.1 2.2
SPG 32,618.2 2.1
IRM 14,284.0 2.0
V 419,260.5 1.9
View All
Holdings by Sector ($MM)
14011284562802021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 448 73.2
(b) Individuals (high net worth individuals) 154 220.0
(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 19 29.2
(h) Charitable organizations 9 17.0
(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 10 2.5
(n) Other 0 0.0
Total 940 341.9
By Discretionary
Discretionary 919 310.0
Non-Discretionary 21 31.9
Total 940 341.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 341.9
Total 940 341.9
EDGAR Form CIK 2011 - 2024
10-K [0000018061]
10-Q [0000018061]
4 [0000018061]
8-K [0000018061]
SC 13D [0000018061]
SC 13G [0000018061]
13F-HR [0000919447]
3 [0001052192]
4 [0001052192]
SC 13D [0001052192]
SC 13G [0001052192]
D [0001648887]
Form 13D/13G Filer Form 13D/13G Subject Filed
Cascade Investment LLC AutoNation Inc [2023-02-21]
Cascade Investment LLC Ginkgo Bioworks Holdings Inc [2021-09-24]
Cascade Investment LLC Canadian National Railway Co [2021-03-24]
Cascade Investment LLC Vroom Inc [2021-02-12]
Cascade Investment LLC Liberty Global PLC [2018-05-18]
Cascade Investment LLC Gamco Investors Inc ET AL [2016-08-25]
Cascade Investment LLC Liberty Global PLC [2014-05-12]
Cascade Investment LLC THAI Fund Inc [2014-03-28]
Cascade Investment LLC Arcos Dorados Holdings Inc [2014-03-13]
AQR Capital Management LLC Cascade Corp [2013-02-14]
View All
Form 3/4/5 Subject 2011 - 2024
Cascade Investment LLC
AutoNation Inc
Gates William H III
Ecolab Inc
Western Asset Inflation-Linked Opportunities & Income Fund
Western Asset Inflation-Linked Income Fund
Republic Services Inc
Ginkgo Bioworks Holdings, Inc.
Deere & Co
Vroom, Inc.
View All
Comparable Firms State AUM ($BB)
Whitcomb & Hess Inc
OH 0.3
Kinetic Investment Management Inc
CA 0.3
Kerntke Otto McGlone Wealth Management Group
WI 0.3
Mountain Hill Investment Partners
NJ 0.3
Carmichael Hill & Associates Inc
MD 0.3
Sterling Group Wealth Management LLC
CA 0.3
Nova Financial LLC
AZ 0.3
Professional Financial Advisors Inc
PA 0.3
Armor Investment Advisors LLC
NC 0.3
Wealth Management Resources Inc
RI 0.3
Terms | Privacy | Guide
tony@aum13f.com