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| Happy Holidays!! thanks for using AUM13F!! |
| Clifford Capital Partners LLC
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| CRD # | 153956 |
| SEC # | 801-78911 |
| CIK # | 0001730467 |
| AUM | $496.6 M (2025-03-25) |
| Employees | 10 (50% Investors, 10% Brokers) |
| Phone | 385-387-1212 |
| Address | 363 S Main Street Alpine, UT 84004 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cardinal Health Inc | 22.5 | ||
| Johnson & Johnson | 22.1 | ||
| Dr Pepper Snapple Group Inc | 22.1 | ||
| Career Education Corp | 21.9 | ||
| NCR Atleos LLC | 21.0 | ||
| Solventum Corp | 20.5 | ||
| Walt Disney Co | 19.6 | ||
| Dolby Laboratories Inc | 19.6 | ||
| Glacier Bancorp Inc | 19.6 | ||
| Nike Inc | 19.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.0 |
| (b) Individuals (high net worth individuals) | 175 | 116.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 116.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.6 |
| (h) Charitable organizations | 17 | 163.6 |
| (i) State or municipal government entities | 1 | 89.6 |
| (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 | 4 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 201 | 496.6 |
| By Discretionary | ||
| Discretionary | 201 | 496.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 201 | 496.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 496.6 | |
| Total | 201 | 496.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730467] |
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