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| I'm in the process of updating the data!! apologies for any slow speeds! |
| Custom Index Systems LLC
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| CRD # | 326280 |
| SEC # | 801-127936 |
| CIK # | 0002003672 |
| AUM | $370.9 MM (2024-03-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 212-466-6760 |
| Address | 10 E 53rd Street New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Value ($MM) | |
|---|---|---|---|
| Apple Inc | 8.0 | ||
| Nvidia Corp | 4.2 | ||
| Microsoft Corp | 2.7 | ||
| Amazon Com Inc | 2.6 | ||
| Alphabet Inc | 2.1 | ||
| Genesis Energy LP | 1.7 | ||
| Western Gas Equity Partners LP | 1.6 | ||
| Alliance Resource Partners LP | 1.6 | ||
| Facebook Inc | 1.6 | ||
| Energy Transfer Equity LP | 1.5 | ||
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 26.6 |
| (b) Individuals (high net worth individuals) | 9 | 10.4 |
| (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 | 1 | 2.8 |
| (h) Charitable organizations | 2 | 17.9 |
| (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 | 4 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 180 | 61.7 |
| By Discretionary | ||
| Discretionary | 160 | 49.3 |
| Non-Discretionary | 20 | 12.3 |
| Total | 180 | 61.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 61.7 | |
| Total | 180 | 61.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002003672] |
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