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| Ethic Inc
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|---|---|
| CRD # | 282827 |
| SEC # | 801-107290 |
| CIK # | 0001780570 |
| AUM | 7,817.8 M (2026-03-31) |
| Employees | 76 (13% Investors, 0% Brokers) |
| Phone | 646-687-6744 |
| Address | 99 Hudson Street, 17th Floor New York, NY 10013 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.4 | ||
| Apple Inc | 0.4 | ||
| Alphabet Inc | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Visa Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 0.0 |
| (b) Individuals (high net worth individuals) | 14 | 0.1 |
| (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 | 23 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 98 | 5.1 |
| (k) Insurance companies | 0 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,936 | 7.8 |
| By Discretionary | ||
| Discretionary | 2,936 | 7.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,936 | 7.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 7.8 | |
| Total | 2,936 | 7.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001780570] | |
| D | [0001780570] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail, Research |
| LEI | 54930005BQTYXDSO6R05 |
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