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| Happy Holidays!! thanks for using AUM13F!! |
| Ethic Inc
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| CRD # | 282827 |
| SEC # | 801-107290 |
| CIK # | 0001780570 |
| AUM | $5.9 B (2025-04-17) |
| Employees | 76 (13% Investors, 0% Brokers) |
| Phone | 646-604-2440 |
| Address | 99 Hudson Street, 17th Floor New York, NY 10013 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001780570 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Nvidia Corp | 0.4 | |
| Microsoft Corp | 0.3 | |
| Apple Inc | 0.3 | |
| Amazon Com Inc | 0.2 | |
| Facebook Inc | 0.1 | |
| Alphabet Inc | 0.1 | |
| Alphabet Inc | 0.1 | |
| Broadcom Inc | 0.1 | |
| Netflix Inc | 0.1 | |
| VISA Inc | 0.1 | |
| Lilly Eli & Co | 0.1 | |
| Tesla Motors Inc | 0.1 | |
| Mastercard Inc | 0.0 | |
| Oracle Corp | 0.0 | |
| Home Depot Inc | 0.0 | |
| International Business Machines Corp | 0.0 | |
| Goldman Sachs Group Inc | 0.0 | |
| Cisco Systems Inc | 0.0 | |
| AT&T Inc | 0.0 | |
| Abbott Laboratories | 0.0 | |
| Boston Scientific Corp | 0.0 | |
| UnitedHealth Group Inc | 0.0 | |
| Salesforce Com Inc | 0.0 | |
| Priceline Com Inc | 0.0 | |
| McGraw-hill Companies Inc | 0.0 | |
| ServiceNow Inc | 0.0 | |
| Morgan Stanley | 0.0 | |
| American Express Co | 0.0 | |
| Walt Disney Co | 0.0 | |
| Intuit Inc | 0.0 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 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 | 11 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 86 | 4.0 |
| (k) Insurance companies | 0 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,271 | 5.9 |
| By Discretionary | ||
| Discretionary | 2,271 | 5.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,271 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.9 | |
| Total | 2,271 | 5.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001780570] | |
| D | [0001780570] |
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✚
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TX | 5.8 |
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Cambridge Associates Limited LLC
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MA | 5.8 |
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CA | 5.7 |
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Signature Investment Advisors LLC
✚
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CA | 5.7 |
|
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|
MI | 5.7 |
|
Geneos Wealth Management Inc
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|
CO | 5.6 |