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| Happy Holidays!! thanks for using AUM13F!! |
| Commons Capital LLC
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| CRD # | 165738 |
| SEC # | 801-113208 |
| CIK # | 0001912835 |
| AUM | $246.1 M (2025-03-18) |
| Employees | 6 (100% Investors, 33% Brokers) |
| Phone | 617-431-7200 |
| Address | 254 Second Avenue Needham, MA 02494 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 19.9 | ||
| Amazon Com Inc | 6.4 | ||
| Apple Inc | 6.4 | ||
| Microsoft Corp | 6.0 | ||
| Broadcom Inc | 5.6 | ||
| Alphabet Inc | 5.1 | ||
| Palo Alto Networks Inc | 4.4 | ||
| Facebook Inc | 3.8 | ||
| Costco Wholesale Corp /NEW | 2.9 | ||
| CrowdStrike Holdings Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 10.4 |
| (b) Individuals (high net worth individuals) | 140 | 235.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 648 | 246.1 |
| By Discretionary | ||
| Discretionary | 572 | 212.8 |
| Non-Discretionary | 76 | 33.3 |
| Total | 648 | 246.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.8 | |
| United States Persons | 238.3 | |
| Total | 648 | 246.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001912835] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wells Financial Advisors Inc
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|
MA | 0.2 |
|
MFA Wealth Services
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|
CA | 0.2 |
|
Full Financial Inc
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|
0.2 | |
|
Campbell Capital Management Inc
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FL | 0.2 |
|
Fearless Solutions LLC
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|
TX | 0.2 |
|
Liberty Private Client LLC
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|
FL | 0.2 |
|
Dependable Alternative Investments LLC
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|
0.2 | |
|
Long Island Wealth Management Inc
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|
NY | 0.2 |
|
Fidelis IM LLC
✚
|
OR | 0.2 |
|
Mittelman Wealth Management LLC
✚
|
0.2 |