|
⚲
|
| Choreo LLC
✚
|
|
|---|---|
| CRD # | 111221 |
| SEC # | 801-57236 |
| CIK # | 0001679031 |
| AUM | $18.2 B (2025-03-25) |
| Employees | 218 (44% Investors, 3% Brokers) |
| Phone | 312-702-1680 |
| Address | 6735 Vistagreen Way Rockford, IL 61107 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Bank of America Corp /DE/ | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,259 | 0.8 |
| (b) Individuals (high net worth individuals) | 4,600 | 16.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 0.5 |
| (h) Charitable organizations | 34 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 43 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 25,137 | 18.2 |
| By Discretionary | ||
| Discretionary | 24,560 | 16.0 |
| Non-Discretionary | 577 | 2.2 |
| Total | 25,137 | 18.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 18.2 | |
| Total | 25,137 | 18.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001679031] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Templeton Global Advisors Limited
✚
|
19.4 | |
|
Brown Advisory Ltd
✚
|
19.4 | |
|
CSOP Asset Management Limited
✚
|
18.9 | |
|
Lincoln Investment Planning LLC
✚
|
PA | 18.9 |
|
C Worldwide Asset Management Fondsmaeglerselskab A/S
✚
|
18.5 | |
|
Comprehensive Financial Management LLC
✚
|
CA | 17.9 |
|
Baker Street Advisors LLC
✚
|
CA | 17.8 |
|
Letko Brosseau & Associates Inc
✚
|
17.2 | |
|
W1M Investment Management Limited
✚
|
17.1 | |
|
Merganser Capital Management LLC
✚
|
MA | 17.1 |