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| Clean Yield Group Inc
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|---|---|
| CRD # | 104826 |
| SEC # | 801-28225 |
| CIK # | 0001525865 |
| AUM | 571.2 M (2026-03-03) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 802-526-2525 |
| Address | 16 Beaver Meadow Rd Norwich, VT 05055 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 25.8 | ||
| Nvidia Corp | 15.9 | ||
| Broadcom Inc | 12.2 | ||
| ASML Holding NV | 11.7 | ||
| Cisco Systems Inc | 9.1 | ||
| GlaxoSmithKline PLC | 8.9 | ||
| AMB Property Corp | 7.4 | ||
| American Water Works Company Inc | 7.1 | ||
| Arista Networks Inc | 6.6 | ||
| Ferguson Enterprises Inc /DE/ | 6.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 37.5 |
| (b) Individuals (high net worth individuals) | 155 | 508.4 |
| (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 | 11 | 25.3 |
| (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 | 667 | 571.2 |
| By Discretionary | ||
| Discretionary | 667 | 571.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 667 | 571.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 571.2 | |
| Total | 667 | 571.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001525865] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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