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| Happy Holidays!! thanks for using AUM13F!! |
| Empowered Funds LLC
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| CRD # | 171412 |
| SEC # | 801-79835 |
| CIK # | 0001592828 |
| AUM | $16.0 B (2025-04-01) |
| Employees | 28 (29% Investors, 0% Brokers) |
| Phone | 215-882-9983 |
| Address | 19 East Eagle Road Havertown, PA 19083 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001592828 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Exxon Mobil Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Chevron Corp | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Netflix Inc | 0.1 | ||
| Qualcomm Inc/DE | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Fox Corp | 0.0 | ||
| EOG Resources Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Alcoa Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 0.0 |
| (b) Individuals (high net worth individuals) | 87 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 70 | 15.2 |
| (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 | 8 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 195 | 16.0 |
| By Discretionary | ||
| Discretionary | 70 | 15.2 |
| Non-Discretionary | 125 | 0.8 |
| Total | 195 | 16.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.0 | |
| Total | 195 | 16.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001592828] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Empowered Funds LLC
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|
PA | 16.0 |
|
Alpha Architect LLC
✚
|
PA | 7.3 |
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|---|---|---|
|
First Sentier Investors UK Funds Limited
✚
|
16.4 | |
|
Ellington Financial Management LLC
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|
CT | 16.3 |
|
Longview Partners LLP
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|
16.2 | |
|
Longview Partners Guernsey Limited
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|
16.2 | |
|
Aristotle Investment Services LLC
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CA | 16.2 |
|
Taylor Advisors Inc
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|
KY | 16.0 |
|
FS/KKR Advisor LLC
✚
|
PA | 15.8 |
|
Macquarie Investment Management Europe Limited
✚
|
15.7 | |
|
Valley View Consulting LLC
✚
|
15.7 | |
|
Egerton Capital US LP
✚
|
NY | 15.7 |