|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| DBS Investment Advisers LLC
✚
|
|
|---|---|
| CRD # | 123283 |
| SEC # | 801-116815 |
| CIK # | |
| AUM | $244.5 M (2025-06-10) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 800-327-2377 |
| Address | 6006 Westside Saginaw Road Bay City, MI 48706 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 490 | 51.7 |
| (b) Individuals (high net worth individuals) | 29 | 82.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 72 | 109.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 946 | 244.5 |
| By Discretionary | ||
| Discretionary | 946 | 244.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 946 | 244.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 244.5 | |
| Total | 946 | 244.5 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State and Local Retirement System |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shoreline Asset Management LLC
✚
|
IN | 0.2 |
|
Family CFO Inc
✚
|
0.2 | |
|
Verity Wealth Advisors LLC
✚
|
CA | 0.2 |
|
HMM Group LLC
✚
|
CA | 0.2 |
|
Kachkovsky & Fisher Inc
✚
|
CA | 0.2 |
|
Teramo Advisors LLC
✚
|
FL | 0.2 |
|
Green Alpha Advisors LLC
✚
|
CO | 0.2 |
|
Kaizen Financial Advisors LLC
✚
|
WA | 0.2 |
|
Unison Asset Management LLC
✚
|
FL | 0.2 |
|
McBrearty Capital Management Inc
✚
|
TN | 0.2 |