EMFO LLC

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Assets, Funds, Holdings

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EMFO LLC
CRD #289997
SEC #801-111928
CIK #0001859434
AUM $821.7 MM (2023-03-14)
Employees 16 (38% Investors, 0% Brokers)
Phone954-385-9624
Address2700 South Commerce Parkway
Weston, FL 33331
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
90072054036018002010201420192024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
ARCC 8,938.4 8.6
AAPL 2,382,844.0 7.3
BHP 147,288.3 4.3
REFI 282.0 4.1
JPM 340,169.2 3.5
AMZN 1,092,997.8 2.7
DOW 38,247.2 2.4
CSCO 178,309.9 2.2
CAT 99,975.7 2.0
V 419,260.5 2.0
View All
Holdings by Sector ($MM)
1209672482402021202220232024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 33 7.0
(b) Individuals (high net worth individuals) 37 205.0
(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 0 0.3
(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 10 609.2
(n) Other 0 0.0
Total 288 821.7
By Discretionary
Discretionary 288 821.7
Non-Discretionary 0 0.0
Total 288 821.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 821.7
Total 288 821.7
EDGAR Form CIK 2011 - 2023
13F-HR [0001859434]
Comparable Firms State AUM ($BB)
Hutchinson Capital Management
CA 0.8
Private Portfolio Partners LLC
NJ 0.8
Minneapolis Portfolio Management Group LLC
MN 0.8
Accel Wealth Management LLC
IA 0.8
Austin Private Wealth LLC
TX 0.8
Traynor Capital Management Inc
PA 0.8
Steward Partners Investment Solutions LLC
OR 0.8
Archford Capital Strategies LLC
IL 0.8
Towneley Capital Management Inc
CA 0.8
Strategic Equity Management Inc
AZ 0.8
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