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| Choreo LLC
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|---|---|
| CRD # | 111221 |
| SEC # | 801-57236 |
| CIK # | 0001679031 |
| AUM | 19.14 B (2026-03-25) |
| Employees | 232 (42% Investors, 2% Brokers) |
| Phone | 888-312-2467 |
| Address | 6735 Vistagreen Way Rockford, IL 61107 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Bank of America Corp /DE/ | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,402 | 1.0 |
| (b) Individuals (high net worth individuals) | 4,392 | 16.7 |
| (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 | 18 | 0.6 |
| (h) Charitable organizations | 36 | 0.6 |
| (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 | 43 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 24,999 | 19.1 |
| By Discretionary | ||
| Discretionary | 24,302 | 17.1 |
| Non-Discretionary | 697 | 2.1 |
| Total | 24,999 | 19.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 19.1 | |
| Total | 24,999 | 19.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001679031] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.1B |
| Clients | 244 |
| Serves | Institutional, Retail |
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