|
⚲
|
| del Monte Group LLC
✚
| |
|---|---|
| CRD # | 106669 |
| SEC # | 801-42165 |
| CIK # | 0001259045 |
| AUM | $307.6 MM (2024-03-29) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 925-736-6410 |
| Address | 75 Golden Meadow Lane Alamo, CA 94507 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 169.2 |
| (b) Individuals (high net worth individuals) | 136 | 138.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 928 | 307.6 |
| By Discretionary | ||
| Discretionary | 908 | 283.4 |
| Non-Discretionary | 20 | 24.2 |
| Total | 928 | 307.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.6 | |
| Total | 928 | 307.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 10-K | [0001259045] | |
| 10-Q | [0001259045] | |
| 8-K | [0001259045] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Parkview US LLC
✚
|
NY | 0.3 |
|
Yosemite Capital Management LLC
✚
|
CA | 0.3 |
|
CornerStone Planning LLC
✚
|
NC | 0.3 |
|
Legend Financial Advisors Inc
✚
|
PA | 0.3 |
|
Access Financial Resources Inc
✚
|
OK | 0.3 |
|
Shearwater Capital LLC
✚
|
CO | 0.3 |
|
Pecaut & Co
✚
|
IA | 0.3 |
|
One Degree Advisors Inc
✚
|
CA | 0.3 |
|
Copper Financial Network LLC
✚
|
KS | 0.3 |
|
Fortune Wealth Management LLC
✚
|
TX | 0.3 |