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| Criterion Capital Advisors LLC
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| |
|---|---|
| CRD # | 295954 |
| SEC # | 801-113152 |
| CIK # | 0001765884 |
| AUM | $460.6 MM (2024-07-25) |
| Employees | 6 (67% Investors, 17% Brokers) |
| Phone | 615-292-6889 |
| Address | 4515 Harding Pike Nashville, TN 37205 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.2 | |
| ORCL | 182,760.6 | 3.9 | |
| JPM | 340,169.2 | 3.8 | |
| GOOG | 1,482,566.4 | 3.7 | |
| MSFT | 1,918,222.4 | 3.6 | |
| HCA | 51,952.1 | 3.0 | |
| AMGN | 130,083.0 | 2.8 | |
| ABBV | 269,466.6 | 2.8 | |
| UNH | 477,004.0 | 2.5 | |
| V | 419,260.5 | 2.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 125.7 |
| (b) Individuals (high net worth individuals) | 97 | 315.9 |
| (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 | 4.0 |
| (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 | 15.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,045 | 460.6 |
| By Discretionary | ||
| Discretionary | 1,045 | 460.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,045 | 460.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 460.6 | |
| Total | 1,045 | 460.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001765884] |
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|---|---|---|
|
Virtus Family Office LLC
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|
TX | 0.5 |
|
Redstone Advisors Inc
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KS | 0.5 |
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Jacobson & Schmitt Advisors LLC
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WI | 0.5 |
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Cruden Bay Investment Management LLC
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CA | 0.5 |
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Tyler-Stone Wealth Management LLC
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OH | 0.5 |
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Fairvoy Private Wealth LLC
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AL | 0.5 |
|
HOGE Financial Services LLC
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PA | 0.5 |
|
Firethorn Wealth Partners LLC
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GA | 0.5 |
|
Horrell Capital Management Inc
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AR | 0.5 |
|
Tounjian Advisory Partners LLC
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FL | 0.5 |