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| Happy Holidays!! thanks for using AUM13F!! |
| Chapwood Capital Investment Management LLC
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| CRD # | 138524 |
| SEC # | 801-65121 |
| CIK # | 0001797334 |
| AUM | $277.8 M (2024-09-10) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 972-865-2225 |
| Address | 4965 Preston Park Blvd Plano, TX 75093 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001797334 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BlackRock Floating Rate Income Trust | 3.4 | ||
| BlackRock Ltd Duration Income Trust | 3.2 | ||
| Pioneer Floating Rate Fund Inc | 2.8 | ||
| Eaton Vance Senior Floating Rate Trust | 2.6 | ||
| Eaton Vance Floating-Rate Income Trust | 2.4 | ||
| Microsoft Corp | 1.6 | ||
| FPL Group Inc | 1.4 | ||
| FS KKR Capital Corp | 1.4 | ||
| Home Depot Inc | 1.0 | ||
| Amazon Com Inc | 0.9 | ||
| Johnson & Johnson | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 27.0 |
| (b) Individuals (high net worth individuals) | 55 | 250.8 |
| (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 | 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 | 370 | 277.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 370 | 277.8 |
| Total | 370 | 277.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.8 | |
| Total | 370 | 277.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001797334] |
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