CPWM LLC

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CPWM LLC ✚
CRD #	156225
SEC #	801-72122
CIK #	0001697457
AUM
Employees	39 (69% Investors, 0% Brokers)
Phone	206-728-9063
Address	1910 Fairview Ave E Seattle, WA 98102-3620
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($M)
	Paccar Inc	150.9
	Microsoft Corp	78.8
	Apple Inc	64.8
	Amazon Com Inc	37.1
	Starbucks Corp	35.1
	Costco Wholesale Corp /NEW	11.1
	Enterprise Products Partners L P	8.3
	Alphabet Inc	6.8
	Tesla Motors Inc	6.8

Holdings by Sector ($M)

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	541	0.2
(b) Individuals (high net worth individuals)	561	5.1
(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	4	0.6
(g) Pension and profit sharing plans	10	0.0
(h) Charitable organizations	14	0.2
(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	10	0.0
(n) Other	0	0.0
Total	4,850	6.1
By Discretionary
Discretionary	3,697	3.8
Non-Discretionary	1,153	2.3
Total	4,850	6.1
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		6.1
Total	4,850	6.1

EDGAR Form	CIK	2011 - 2025
13F-HR	[0001697457]

Related Firms	State	AUM ($B)
Columbia Pacific Advisors LLC ✚	WA	1.2
CPWM LLC ✚	WA	0.0

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Assets, Funds, Holdings