|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Ellevest Inc
✚
|
|
|---|---|
| CRD # | 175476 |
| SEC # | 801-106683 |
| CIK # | 0001644128 |
| AUM | $2.1 B (2025-03-31) |
| Employees | 59 (46% Investors, 0% Brokers) |
| Phone | 844-355-7100 |
| Address | 228 Park Ave S New York, NY 10003 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Netflix Inc | 14.8 | ||
| Microsoft Corp | 14.2 | ||
| Apple Inc | 14.0 | ||
| Facebook Inc | 10.4 | ||
| Amazon Com Inc | 7.7 | ||
| Spotify Technology Sa | 6.3 | ||
| Nvidia Corp | 5.1 | ||
| Alphabet Inc | 4.3 | ||
| Alphabet Inc | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79,359 | 1.1 |
| (b) Individuals (high net worth individuals) | 280 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 79,647 | 2.1 |
| By Discretionary | ||
| Discretionary | 79,647 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 79,647 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 79,647 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001644128] | |
| D | [0001644128] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RMR Wealth Builders Inc
✚
|
NJ | 2.2 |
|
Acropolis Investment Management LLC
✚
|
MO | 2.2 |
|
Jacobi Capital Management LLC
✚
|
PA | 2.2 |
|
Westfuller Advisors LLC
✚
|
NY | 2.1 |
|
JB Capital LLC
✚
|
CT | 2.1 |
|
First Citizens Investor Services Inc
✚
|
NC | 2.1 |
|
Oxbow Advisors LLC
✚
|
TX | 2.1 |
|
Vestor Capital LLC
✚
|
IL | 2.1 |
|
Hub Investment Advisors Inc
✚
|
NE | 2.1 |
|
Verus Capital Partners LLC
✚
|
AZ | 2.1 |