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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Colin Bruce Ted
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|---|---|
| CRD # | 118035 |
| SEC # | 801-119208 |
| CIK # | |
| AUM | $216.0 M (2025-02-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 310-378-4355 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 2.8 |
| (b) Individuals (high net worth individuals) | 28 | 213.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 154 | 216.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 154 | 216.0 |
| Total | 154 | 216.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.0 | |
| Total | 154 | 216.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bazis Private Wealth LLC
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|
NE | 0.2 |
|
Apex Capital Management LLC
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|
LA | 0.2 |
|
Greybull Partners LLC
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|
GA | 0.2 |
|
Byrne Asset Management LLC
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|
NJ | 0.2 |
|
Calderwood Financial Strategies Inc
✚
|
TX | 0.2 |
|
WD Rutherford LLC
✚
|
OR | 0.2 |
|
Oceanis Financial Advisors Inc
✚
|
FL | 0.2 |
|
Prairie Rivers Investments LLC
✚
|
IL | 0.2 |
|
Otter Creek Advisors LLC
✚
|
FL | 0.2 |
|
Castle Wealth Planning LLC
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|
CA | 0.2 |