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| Eddie Patel Inc
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|
|---|---|
| CRD # | 148411 |
| SEC # | 801-134594 |
| CIK # | 0002078760 |
| AUM | $160.7 M (2026-02-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 773-248-1000 |
| Address | 2257 W Irving Park Rd Chicago, IL 60618 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 5.0 | ||
| Micron Technology Inc | 2.9 | ||
| Amazon Com Inc | 2.8 | ||
| Nvidia Corp | 2.8 | ||
| Argan Inc | 2.7 | ||
| Celestica Inc | 2.2 | ||
| Applovin Corp | 2.2 | ||
| Sterling Construction Co Inc | 2.1 | ||
| Yandex NV | 1.9 | ||
| Oaktree Acquisition Corp | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 388 | 85.8 |
| (b) Individuals (high net worth individuals) | 36 | 74.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,065 | 160.7 |
| By Discretionary | ||
| Discretionary | 1,065 | 160.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,065 | 160.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.7 | |
| Total | 1,065 | 160.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002078760] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Newground Social Investment SPC
✚
|
WA | 0.2 |
|
Williams Wealth Management Group Inc
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|
FL | 0.2 |
|
Broadwater Capital Management LLC
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|
MA | 0.2 |
|
Lauer Wealth LLC
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|
IN | 0.2 |
|
Going Sebastien Fisher & Lebouef LLP
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|
LA | 0.2 |
|
MW Advisory LLC
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|
GA | 0.2 |
|
Kropog Financial Group LLC
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|
LA | 0.2 |
|
Fenix Asset Management LLC
✚
|
NY | 0.2 |
|
M3 Wealth Management LLC
✚
|
OH | 0.2 |
|
Harding Financial Group LLC
✚
|
OH | 0.2 |