|
⚲
|
| Clune & Associates Ltd
✚
|
|
|---|---|
| CRD # | 104708 |
| SEC # | 801-34937 |
| CIK # | 0002055816 |
| AUM | $630.1 M (2025-05-08) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 312-644-6040 |
| Address | 980 N Michigan Avenue Chicago, IL 60611 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.7 | ||
| Nvidia Corp | 3.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 26.9 |
| (b) Individuals (high net worth individuals) | 169 | 603.3 |
| (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 | 810 | 630.1 |
| By Discretionary | ||
| Discretionary | 770 | 571.0 |
| Non-Discretionary | 40 | 59.1 |
| Total | 810 | 630.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.2 | |
| United States Persons | 618.9 | |
| Total | 810 | 630.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055816] |
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|
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|
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