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|
| Keyboard |
| D M Brenner Inc
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|
|---|---|
| CRD # | 134398 |
| SEC # | 801-119136 |
| CIK # | 0001872934 |
| AUM | 193.6 M (2026-03-30) |
| Employees | 5 (60% Investors, 20% Brokers) |
| Phone | 858-345-1001 |
| Address | 380 Stevens Avenue Solana Beach, CA 92075 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 27.5 |
| (b) Individuals (high net worth individuals) | 55 | 155.7 |
| (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 | 9 | 10.4 |
| (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 | 4 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 369 | 193.6 |
| By Discretionary | ||
| Discretionary | 369 | 193.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 369 | 193.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.6 | |
| Total | 369 | 193.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
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