Centerstone Investors LLC

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Assets, Funds, Holdings

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Centerstone Investors LLC
CRD #282959
SEC #801-107361
CIK #0001766788
AUM
Employees 7 (57% Investors, 29% Brokers)
Phone917-658-1611
Address
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
70056042028014002011201620212026
Sector Form 13F Holdings Value ($M)
SPDR Gold Trust 6.5
Franco Nevada Corp 1.4
Tesla Motors Inc 1.3
Dollar General Corp 1.2
Emerson Electric Co 1.1
Southern Copper Corp/ 1.0
Chevron Corp 0.9
Ross Stores Inc 0.9
Walt Disney Co 0.9
Carlisle Companies Inc 0.8
View All
Holdings by Sector ($M)
170136102683402017202020232027
AUM Breakdown Accounts AUM ($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 2 121.1
(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 0 0.0
(i) State or municipal government entities 4 238.6
(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 15.0
(n) Other 0 0.0
Total 8 374.7
By Discretionary
Discretionary 8 374.7
Non-Discretionary 0 0.0
Total 8 374.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 374.7
Total 8 374.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001766788]
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