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| Happy Holidays!! thanks for using AUM13F!! |
| Cascades Capital Asset Management LLC
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| CRD # | 167102 |
| SEC # | 801-113166 |
| CIK # | 0002035512 |
| AUM | $322.0 M (2025-03-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 336-404-4746 |
| Address | 1840 Pembroke Road Greensboro, NC 27408 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 12.9 | ||
| Apple Inc | 9.0 | ||
| Nvidia Corp | 8.4 | ||
| Alphabet Inc | 3.1 | ||
| Facebook Inc | 2.8 | ||
| UnitedHealth Group Inc | 2.4 | ||
| VISA Inc | 2.2 | ||
| Lilly Eli & Co | 2.2 | ||
| Factset Research Systems Inc | 1.9 | ||
| McDonalds Corp | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 54.2 |
| (b) Individuals (high net worth individuals) | 73 | 232.4 |
| (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 | 14 | 30.4 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 5 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 691 | 322.0 |
| By Discretionary | ||
| Discretionary | 678 | 292.3 |
| Non-Discretionary | 13 | 29.6 |
| Total | 691 | 322.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 322.0 | |
| Total | 691 | 322.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002035512] |
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