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| Happy Holidays!! thanks for using AUM13F!! |
| Envestnet Asset Management Inc
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| CRD # | 111694 |
| SEC # | 801-57260 |
| CIK # | 0001407543, 0000140754 |
| AUM | $532.2 B (2025-07-01) |
| Employees | 394 (47% Investors, 1% Brokers) |
| Phone | 312-827-2800 |
| Address | 222 N LaSalle St, Suite 625 Chicago, IL 60601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 5.5 | ||
| Nvidia Corp | 3.5 | ||
| Amazon Com Inc | 2.9 | ||
| Apple Inc | 2.6 | ||
| Facebook Inc | 2.1 | ||
| J P Morgan Chase & Co | 2.1 | ||
| Broadcom Inc | 2.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,922,113 | 335.1 |
| (b) Individuals (high net worth individuals) | 79,195 | 165.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 3.3 |
| (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 | 4,870 | 6.5 |
| (i) State or municipal government entities | 22 | 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 | 14,465 | 21.3 |
| (n) Other | 937 | 0.8 |
| Total | 2,021,610 | 532.2 |
| By Discretionary | ||
| Discretionary | 2,021,610 | 532.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,021,610 | 532.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 531.7 | |
| Total | 2,021,610 | 532.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001407543] | |
| SC 13G | [0001407543] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Envestnet Asset Management Inc | NexPoint Diversified Real Estate Trust | [2023-02-14] |
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