|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Drawbridge Capital LLC
✚
|
|
|---|---|
| CRD # | 128636 |
| SEC # | 801-115050 |
| CIK # | |
| AUM | $189.9 M (2025-03-19) |
| Employees | 12 (58% Investors, 50% Brokers) |
| Phone | 918-493-4190 |
| Address | 7134 Syale Ave Tulsa, OK 74136 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 629 | 77.5 |
| (b) Individuals (high net worth individuals) | 315 | 108.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.6 |
| (h) Charitable organizations | 2 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 951 | 189.9 |
| By Discretionary | ||
| Discretionary | 951 | 189.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 951 | 189.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.9 | |
| Total | 951 | 189.9 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
VIA IV Investments LLC
✚
|
IL | 0.2 |
|
Purtill Financial LLC
✚
|
OH | 0.2 |
|
Fulcrum Equity Management LLC
✚
|
TX | 0.2 |
|
Zimmermann Alan L
✚
|
0.2 | |
|
X Advisors LLC
✚
|
CA | 0.2 |
|
Financial Concepts Unlimited Inc
✚
|
0.2 | |
|
Great Gable Advisors LLC
✚
|
CA | 0.2 |
|
Arrien Investments Inc
✚
|
ID | 0.2 |
|
Review Services Inc
✚
|
WI | 0.2 |
|
Financial Management Services of America LLC
✚
|
0.2 |