⚲
|
Euro Pacific Asset Management LLC
✚
|
|
---|---|
CRD # | 152922 |
SEC # | 801-71199 |
CIK # | 0001796651 |
AUM | $1.2 BB (2024-03-28) |
Employees | 12 (83% Investors, 33% Brokers) |
Phone | 866-878-2881 |
Address | Lots 8182, Street C Dorado, PR 00646 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AEM | 22,129.1 | 0.0 | |
GOLD | 33,007.1 | 0.0 | |
PAAS | 4,391.3 | 0.0 | |
FNV | 26,328.7 | 0.0 | |
BTI | 99,730.8 | 0.0 | |
OR | 1,961.5 | 0.0 | |
WPM | 17,101.8 | 0.0 | |
NEM | 49,968.3 | 0.0 | |
PM | 158,793.3 | 0.0 | |
RGLD | 7,239.3 | 0.0 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 3,238 | 488.3 |
(b) Individuals (high net worth individuals) | 67 | 140.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 5 | 572.2 |
(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 | 0 | 0.0 |
(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 | 60 | 30.4 |
(n) Other | 0 | 0.0 |
Total | 3,343 | 1,231.8 |
By Discretionary | ||
Discretionary | 3,343 | 1,231.8 |
Non-Discretionary | 0 | 0.0 |
Total | 3,343 | 1,231.8 |
By Non-United States Persons | ||
Non-United States Persons | 9.3 | |
United States Persons | 1,222.4 | |
Total | 3,343 | 1,231.8 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001796651] | |
SC 13G | [0001796651] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
KLCM Advisors Inc
✚
|
WI | 1.2 |
Traynor Capital Management Inc
✚
|
PA | 1.2 |
True Private Wealth Advisors LLC
✚
|
OR | 1.2 |
The Financial Advisory Group LLC
✚
|
TX | 1.2 |
Nilsine Partners LLC
✚
|
CO | 1.2 |
Nevastar Finance Ltd
✚
|
1.2 | |
Campbell Newman Asset Management Inc
✚
|
WI | 1.2 |
Hottinger & Co Limited
✚
|
1.2 | |
Bigsur Wealth Management LLC
✚
|
FL | 1.2 |
Meridian Wealth Advisors LLC
✚
|
TX | 1.2 |