del Monte Group LLC

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Assets, Funds, Holdings

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del Monte Group LLC
CRD #106669
SEC #801-42165
CIK #0001259045
AUM
Employees 5 (40% Investors, 0% Brokers)
Phone925-736-6410
Address75 Golden Meadow Lane
Alamo, CA 94507
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
3502802101407002001200920172025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 161 169.2
(b) Individuals (high net worth individuals) 136 138.4
(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 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 928 307.6
By Discretionary
Discretionary 908 283.4
Non-Discretionary 20 24.2
Total 928 307.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 307.6
Total 928 307.6
EDGAR Form CIK 2011 - 2025
10-K [0001259045]
10-Q [0001259045]
8-K [0001259045]
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