|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Colonial River Investments LLC
✚
|
|
|---|---|
| CRD # | 284839 |
| SEC # | 801-113243 |
| CIK # | 0001845859 |
| AUM | $339.8 M (2025-04-24) |
| Employees | 16 (50% Investors, 56% Brokers) |
| Phone | 804-335-1200 |
| Address | 340 Browns Hill Court Midlothian, VA 23114 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 17.0 | ||
| Microsoft Corp | 10.5 | ||
| Apple Inc | 10.4 | ||
| Amazon Com Inc | 6.8 | ||
| Facebook Inc | 4.7 | ||
| Palantir Technologies Inc | 3.6 | ||
| Tesla Motors Inc | 3.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.1 | ||
| Broadcom Inc | 2.8 | ||
| Netflix Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 912 | 139.2 |
| (b) Individuals (high net worth individuals) | 122 | 200.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,524 | 339.8 |
| By Discretionary | ||
| Discretionary | 1,524 | 339.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,524 | 339.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 339.8 | |
| Total | 1,524 | 339.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845859] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mighty Oak Strong America Investment Company
✚
|
PA | 0.3 |
|
Cloverfields Capital Group LP
✚
|
MN | 0.3 |
|
Vermillion Wealth Management Inc
✚
|
MN | 0.3 |
|
Camden Wealth Advisors LLC
✚
|
TX | 0.3 |
|
Rubicon Advisors GP
✚
|
CA | 0.3 |
|
Bernardi Asset Management LLC
✚
|
IL | 0.3 |
|
Longview Asset Management LLC
✚
|
NM | 0.3 |
|
Caldwell Advisors LLC
✚
|
TN | 0.3 |
|
Cresap Inc
✚
|
PA | 0.3 |
|
New Insight Wealth Advisors
✚
|
CA | 0.3 |