|
⚲
|
| Keyboard |
| Commons Capital LLC
✚
|
|
|---|---|
| CRD # | 165738 |
| SEC # | 801-113208 |
| CIK # | 0001912835 |
| AUM | 307.4 M (2026-04-16) |
| Employees | 6 (100% Investors, 17% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-431-7200 |
| Address | 254 Second Avenue Needham, MA 02494 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001912835 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 17.4 | ||
| Broadcom Inc | 9.1 | ||
| Alphabet Inc | 9.0 | ||
| Apple Inc | 8.8 | ||
| Amazon Com Inc | 6.3 | ||
| Microsoft Corp | 4.6 | ||
| Palo Alto Networks Inc | 3.4 | ||
| Global Ship Lease Inc | 3.2 | ||
| Facebook Inc | 3.1 | ||
| Costco Wholesale Corp /NEW | 2.9 | ||
| J P Morgan Chase & Co | 2.4 | ||
| CrowdStrike Holdings Inc | 2.2 | ||
| Eaton Corp Ltd | 2.2 | ||
| SPDR Gold Trust | 2.1 | ||
| Honeywell International Inc | 1.9 | ||
| TORM PLC | 1.9 | ||
| Fortress Value Acquisition Corp | 1.8 | ||
| Toronto Dominion Bank | 1.7 | ||
| Alphabet Inc | 1.4 | ||
| Northern Oil & Gas Inc | 1.3 | ||
| VALE Sa | 1.3 | ||
| Thermo Fisher Scientific Inc | 1.3 | ||
| Matador Resources Co | 1.3 | ||
| General Dynamics Corp | 1.2 | ||
| TJX Companies Inc /DE/ | 1.2 | ||
| Accenture PLC | 1.1 | ||
| Intercontinentalexchange Group Inc | 1.0 | ||
| Warner Music Group Corp | 1.0 | ||
| ServiceNow Inc | 1.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 15.3 |
| (b) Individuals (high net worth individuals) | 160 | 292.1 |
| (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 | 728 | 307.4 |
| By Discretionary | ||
| Discretionary | 654 | 282.0 |
| Non-Discretionary | 74 | 25.4 |
| Total | 728 | 307.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 306.6 | |
| Total | 728 | 307.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001912835] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Thoma Capital Management LLC
✚
|
MD | 310.1 M |
|
Western Financial Corporation
✚
|
CA | 309.2 M |
|
New Perspectives Inc
✚
|
MS | 308.7 M |
|
Beacon Wealthcare LLC
✚
|
NC | 308.3 M |
|
Merit Financial Partners LLC
✚
|
NY | 308.2 M |
|
Prepared Retirement Institute LLC
✚
|
PA | 307.6 M |
|
GFG Wealth LLC
✚
|
FL | 306.6 M |
|
McAllister Capital Management Corporation
✚
|
MS | 306.2 M |
|
Fidelis IM LLC
✚
|
OR | 306.1 M |
|
Morton Wealth Advisors
✚
|
MA | 305.5 M |