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| Happy Holidays!! thanks for using AUM13F!! |
| Certuity LLC
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| CRD # | 129505 |
| SEC # | 801-62580 |
| CIK # | 0001800752 |
| AUM | $3.1 B (2025-07-07) |
| Employees | 30 (33% Investors, 0% Brokers) |
| Phone | 561-693-3255 |
| Address | 1295 US Highway One North Palm Beach, FL 33408 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001800752 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Citigroup Inc | 71.7 | ||
| Springleaf Holdings Inc | 53.0 | ||
| General Electric Co | 47.6 | ||
| Nvidia Corp | 40.0 | ||
| Apple Inc | 33.8 | ||
| Micron Technology Inc | 33.2 | ||
| Morgan Stanley | 28.6 | ||
| Wells Fargo & Co/MN | 25.0 | ||
| Bank of America Corp /DE/ | 23.6 | ||
| Microsoft Corp | 22.9 | ||
| New York Community Bancorp Inc | 22.5 | ||
| PNC Financial Services Group Inc | 19.9 | ||
| Amazon Com Inc | 18.8 | ||
| Ford Motor Co | 14.7 | ||
| Facebook Inc | 14.2 | ||
| Verizon Communications Inc | 13.9 | ||
| Alphabet Inc | 12.1 | ||
| Owl Rock Capital Corp | 11.1 | ||
| Freeport McMoran Copper & Gold Inc | 11.1 | ||
| Exxon Mobil Corp | 10.8 | ||
| Boeing Co | 9.1 | ||
| AT&T Inc | 8.5 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Camden Energy Opportunity Fund Liquidating Trust | 2025-03-30 | 0.0 | |
| PE | Alts Plus Fund LLC | [2024-03-28] | 117.4 | 129.5 |
| PE | Camden Municipal Opportunity Fund LLC - Series VII | [2023-03-30] | 23.4 | 23.8 |
| PE | Camden Credit Opportunity Fund LLC - Series III | [2022-03-31] | 0.0 | 19.7 |
| PE | Camden Credit Opportunity Fund LLC - Series IV | [2022-03-31] | 0.0 | 10.7 |
| PE | Camden Credit Opportunity Fund LLC - Series V | [2022-03-31] | 25.2 | 23.5 |
| PE | Camden Credit Opportunity Fund LLC - Series VI | [2022-03-31] | 22.1 | 20.1 |
| PE | Camden Credit Opportunity Fund LLC - Series VII | [2022-03-31] | 63.4 | 65.5 |
| PE | Camden Credit Opportunity Fund LLC - Series VIII | [2022-03-31] | 3.2 | 6.1 |
| PE | Camden Municipal Opportunity Fund LLC - Series VI | [2022-03-31] | 0.0 | 14.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 0.0 |
| (b) Individuals (high net worth individuals) | 395 | 2.2 |
| (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 | 27 | 0.8 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,889 | 3.1 |
| By Discretionary | ||
| Discretionary | 1,544 | 2.1 |
| Non-Discretionary | 345 | 1.0 |
| Total | 1,889 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 1,889 | 3.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Krambeer | 38 | ||
| Rich Bursek | 32 | ||
| Mark Udis | 25 | ||
| Camden Capital LLC | 23 | ||
| Certuity LLC | 9 | ||
| Gary Nicklaus | 24 | ||
| Amanda Courtney | 9 | ||
| Camden Capital LLC NA | 2 | ||
| Camden Capital Managment LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800752] |
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