Eudaimonia Partners LLC

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Assets, Funds, Holdings

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Eudaimonia Partners LLC
CRD #283884
SEC #801-107836
CIK #0001809043
AUM
Employees 27 (56% Investors, 19% Brokers)
Phone877-843-1411
Address1791 Bypass Rd
Winchester, TN 37398
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
100080060040020002009201420192025
CIK Period
0001809043
Sector Form 13F Holdings Value ($M)
Apple Inc 14.3
World Currency Gold Trust 13.2
Nvidia Corp 12.0
Microsoft Corp 11.7
Amazon Com Inc 8.7
J P Morgan Chase & Co 6.3
Alphabet Inc 6.2
CrowdStrike Holdings Inc 5.5
Costco Wholesale Corp /NEW 5.1
Coca Cola Co 4.3
Exxon Mobil Corp 4.1
Adobe Systems Inc 4.1
Procter & Gamble Co 4.0
Conocophillips 3.2
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 995 389.7
(b) Individuals (high net worth individuals) 74 309.2
(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 2.6
(h) Charitable organizations 0 2.0
(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 0 0.0
(n) Other 0 0.0
Total 2,332 703.5
By Discretionary
Discretionary 2,325 703.2
Non-Discretionary 7 0.3
Total 2,332 703.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 703.5
Total 2,332 703.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001809043]
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