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| Happy Holidays!! thanks for using AUM13F!! |
| Corda Investment Management LLC
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| CRD # | 108046 |
| SEC # | 801-57097 |
| CIK # | 0001545812 |
| AUM | $1.7 B (2025-06-17) |
| Employees | 31 (81% Investors, 0% Brokers) |
| Phone | 713-439-0665 |
| Address | 8955 Katy Freeway Houston, TX 77024-1626 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CME Group Inc | 61.2 | ||
| Bank of New York Mellon Corp | 60.2 | ||
| Apple Inc | 59.0 | ||
| Schwab Charles Corp | 54.4 | ||
| Deere & Co | 49.4 | ||
| Unilever PLC | 49.1 | ||
| Amazon Com Inc | 46.2 | ||
| Health Care REIT Inc /DE/ | 44.8 | ||
| US Bancorp de | 43.0 | ||
| PepsiCo Inc | 39.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 824 | 356.4 |
| (b) Individuals (high net worth individuals) | 503 | 1,354.8 |
| (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 | 5 | 13.7 |
| (h) Charitable organizations | 0 | 1.7 |
| (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 | 2,966 | 1,726.6 |
| By Discretionary | ||
| Discretionary | 2,877 | 1,639.6 |
| Non-Discretionary | 89 | 87.0 |
| Total | 2,966 | 1,726.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,726.6 | |
| Total | 2,966 | 1,726.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001545812] |
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|---|---|---|
|
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NJ | 1.7 |
|
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CO | 1.7 |
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Conservest Capital Advisors Inc
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Landaas & Company LLC
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WI | 1.7 |
|
Novare Capital Management
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NC | 1.7 |
|
Atwood & Palmer Inc
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MO | 1.7 |
|
Ashton Thomas Securities LLC
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|
NY | 1.7 |