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| Happy Holidays!! thanks for using AUM13F!! |
| Copley Investment Management LLC
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| CRD # | 118014 |
| SEC # | 801-118507 |
| CIK # | 0002045258 |
| AUM | $249.6 M (2025-02-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 910-431-6308 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 7.8 | ||
| ETFS Silver Trust | 2.9 | ||
| Lockheed Martin Corp | 1.6 | ||
| Microsoft Corp | 1.5 | ||
| Caterpillar Inc | 1.5 | ||
| ETFS Platinum Trust | 1.4 | ||
| ETFS Palladium Trust | 1.0 | ||
| Nvidia Corp | 0.9 | ||
| Chevron Corp | 0.9 | ||
| J P Morgan Chase & Co | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 435 | 100.7 |
| (b) Individuals (high net worth individuals) | 58 | 115.5 |
| (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 | 10 | 23.7 |
| (h) Charitable organizations | 4 | 9.6 |
| (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 | 497 | 249.6 |
| By Discretionary | ||
| Discretionary | 487 | 225.9 |
| Non-Discretionary | 10 | 23.7 |
| Total | 497 | 249.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 249.6 | |
| Total | 497 | 249.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002045258] |
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