Ceeto Capital Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Ceeto Capital Group LLC
CRD #286538
SEC #801-109001
CIK #0001722439
AUM $439.4 M (2025-03-25)
Employees 4 (100% Investors, 0% Brokers)
Phone786-477-6445
Address114 Alhambra Cir
Coral Gables, FL 33134
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
4503602701809002011201620212026
Sector Form 13F Holdings Value ($M)
Salesforce Com Inc 3.1
Walt Disney Co 3.0
Mastercard Inc 2.4
Procter & Gamble Co 2.4
Bank of America Corp /DE/ 2.2
McDonalds Corp 2.2
Abbott Laboratories 2.2
Amgen Inc 2.2
Kroger Co 2.1
Merck & Co Inc 2.1
View All
Holdings by Sector ($M)
2502001501005002017202020232026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 14 323.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 12.6
(i) State or municipal government entities 1 103.7
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 41 439.4
By Discretionary
Discretionary 32 381.5
Non-Discretionary 9 57.9
Total 41 439.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 439.4
Total 41 439.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001722439]
Comparable Firms State AUM ($B)
Global Trust Asset Management LLC
FL 0.4
ARC Advisory LLC
CA 0.4
AGH Wealth Advisors LLC
KS 0.4
BG Investment Services Inc
0.4
Essential Planning LLC
NH 0.4
Foguth Wealth Management LLC
MI 0.4
Argent Wealth LLC
MS 0.4
Stiles Financial Services Incorporated
MN 0.4
Steadtrust LLC
0.4
Elevatus Wealth Management LLC
NY 0.4
Terms | Privacy | Guide
tony@aum13f.com