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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cobblestone Asset Management LLC
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|---|---|
| CRD # | 326545 |
| SEC # | 801-128273 |
| CIK # | 0001994512 |
| AUM | $180.8 M (2025-04-14) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 804-272-8272 |
| Address | 9011 Arboretum Parkway Richmond, VA 23236 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 7.0 | ||
| iShares Bitcoin Trust | 5.7 | ||
| Coinbase Global Inc | 3.0 | ||
| Philip Morris International Inc | 2.0 | ||
| iShares Comex Gold Trust | 1.9 | ||
| Apple Inc | 1.6 | ||
| Newmarket Corp | 1.5 | ||
| iShares Ethereum Trust ETF | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 277 | 97.5 |
| (b) Individuals (high net worth individuals) | 32 | 76.9 |
| (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 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 767 | 180.8 |
| By Discretionary | ||
| Discretionary | 767 | 180.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 767 | 180.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.8 | |
| Total | 767 | 180.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001994512] |
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