|
⚲
|
| Cordant Inc
✚
|
|
|---|---|
| CRD # | 152395 |
| SEC # | 801-70937 |
| CIK # | 0001830942 |
| AUM | $243.1 MM (2023-03-29) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 503-621-9207 |
| Address | 1211 SW Fifth Ave Portland, OR 97204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| DBC | 7.5 | ||
| INTC | 154,482.4 | 0.5 | |
| NKE | 161,751.8 | 0.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 6.0 |
| (b) Individuals (high net worth individuals) | 106 | 237.0 |
| (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 | 882 | 243.1 |
| By Discretionary | ||
| Discretionary | 850 | 237.9 |
| Non-Discretionary | 32 | 5.2 |
| Total | 882 | 243.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.1 | |
| Total | 882 | 243.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001830942] |
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|---|---|---|
|
Edgerock Capital LLC
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CO | 0.3 |
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Ted Buchan & Company LLC
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Prairie Sky Financial Group LLC
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