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Ceeto Capital Group LLC
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CRD # | 286538 |
SEC # | 801-109001 |
CIK # | 0001722439 |
AUM | $392.4 MM (2024-05-31) |
Employees | 4 (100% Investors, 0% Brokers) |
Phone | 786-477-6445 |
Address | 114 Alhambra Cir Coral Gables, FL 33134 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 0.1 | |
NVDA | 399,550.0 | 0.0 | |
MSFT | 1,918,222.4 | 0.0 | |
AMZN | 1,092,997.8 | 0.0 | |
V | 419,260.5 | 0.0 | |
MS | 136,724.0 | 0.0 | |
META | 434,852.0 | 0.0 | |
HD | 277,648.0 | 0.0 | |
JPM | 340,169.2 | 0.0 | |
WMT | 335,434.5 | 0.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 14 | 289.3 |
(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 | 1 | 11.3 |
(i) State or municipal government entities | 1 | 91.8 |
(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 | 38 | 392.4 |
By Discretionary | ||
Discretionary | 29 | 333.2 |
Non-Discretionary | 9 | 59.2 |
Total | 38 | 392.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 392.4 | |
Total | 38 | 392.4 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001722439] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Atlas Asset Management LLC
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|
PR | 0.4 |
ETFidea LLC
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|
NY | 0.4 |
Sutton Wealth Advisors Inc
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|
FL | 0.4 |
Azimut Genesis Advisors LLC
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|
FL | 0.4 |
MAIA Wealth LLC
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|
CO | 0.4 |
DDFG Inc
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|
CA | 0.4 |
Arkfeld Wealth Strategies LLC
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|
NE | 0.4 |
Nova R Wealth Inc
✚
|
KS | 0.4 |
Prosperitas Financial LLC
✚
|
CA | 0.4 |
Ascent Capital Management LLC
✚
|
OR | 0.4 |