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| Happy Holidays!! thanks for using AUM13F!! |
| Charles Fish Investments Inc
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|---|---|
| CRD # | 110445 |
| SEC # | 801-52674 |
| CIK # | |
| AUM | $342.1 M (2025-01-17) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 949-296-3970 |
| Address | 30 Corporate Park Irvine, CA 92606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 306.1 |
| (b) Individuals (high net worth individuals) | 0 | 4.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 31.4 |
| (n) Other | 0 | 0.0 |
| Total | 51 | 342.1 |
| By Discretionary | ||
| Discretionary | 51 | 342.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 51 | 342.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 342.1 | |
| Total | 51 | 342.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
St Johns Investment Management Company LLC
✚
|
FL | 0.3 |
|
Burns Matteson Capital Management LLC
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NY | 0.3 |
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Leclair Wealth Partners LLC
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OH | 0.3 |
|
Henry Bragg & Co LLC
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TX | 0.3 |
|
Mezzasalma Advisors LLC
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NJ | 0.3 |
|
Blue Investment Partners LLC
✚
|
CA | 0.3 |
|
IF Advisors LLC
✚
|
0.3 | |
|
Capital Management LLC
✚
|
NC | 0.3 |
|
Altamont Capital Management LLC
✚
|
NC | 0.3 |
|
Navigoe LLC
✚
|
CA | 0.3 |