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| Envestnet Asset Management Inc
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|---|---|
| CRD # | 111694 |
| SEC # | 801-57260 |
| CIK # | 0000140754, 0001407543 |
| AUM | $426.1 BB (2024-03-28) |
| Employees | 479 (65% Investors, 0% Brokers) |
| Phone | 312-827-2800 |
| Address | One North Wacker Drive, Suite 1925 Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 4.6 | |
| AAPL | 2,382.8 | 2.6 | |
| NVDA | 399.6 | 2.5 | |
| AMZN | 1,093.0 | 2.4 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,653,642 | 243.9 |
| (b) Individuals (high net worth individuals) | 42,277 | 84.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 1.3 |
| (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 | 3,253 | 2.8 |
| (i) State or municipal government entities | 21 | 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 | 13,484 | 13.5 |
| (n) Other | 839 | 0.5 |
| Total | 1,713,518 | 346.8 |
| By Discretionary | ||
| Discretionary | 1,713,518 | 346.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,713,518 | 346.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 346.7 | |
| Total | 1,713,518 | 346.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 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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|---|---|---|
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✚
|
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