Chronicle Advisors LLC

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Assets, Funds, Holdings

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Chronicle Advisors LLC
CRD #281806
SEC #801-106860
CIK #0001697933
AUM
Employees 2 (100% Investors, 0% Brokers)
Phone805-899-1230
Address800 Miramonte Drive
Santa Barbara, CA 93109
Source [IAPD] [EDGAR]
Total AUM ($M)
13010478522602010201420192024
CIK Period
0001697933
Sector Form 13F Holdings Value ($B)
Apple Inc 4.4
Alphabet Inc 3.9
Microsoft Corp 3.8
VISA Inc 2.4
Facebook Inc 2.4
Home Depot Inc 2.0
UnitedHealth Group Inc 2.0
Amazon Com Inc 1.8
J P Morgan Chase & Co 1.7
Bank of America Corp /DE/ 1.4
Comcast Corp 1.3
Priceline Com Inc 1.3
Nike Inc 1.2
Wells Fargo & Co/MN 1.2
Zoetis Inc 1.2
Oracle Corp 1.1
Costco Wholesale Corp /NEW 1.1
Biogen IDEC Inc 1.1
Verizon Communications Inc 1.1
Abbott Laboratories 1.1
Pfizer Inc 1.0
Johnson & Johnson 1.0
Exxon Mobil Corp 1.0
Honeywell International Inc 0.9
TJX Companies Inc /DE/ 0.9
Cisco Systems Inc 0.9
Chevron Corp 0.9
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 4 121.1
(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 68 121.1
By Discretionary
Discretionary 68 121.1
Non-Discretionary 0 0.0
Total 68 121.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 121.1
Total 68 121.1
EDGAR Form CIK 2011 - 2025
13F-NT [0001697933]
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