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Everence Capital Management Inc
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CRD # | 105675 |
SEC # | 801-36323 |
CIK # | 0001056825 |
AUM | $2.5 BB (2024-03-05) |
Employees | 11 (45% Investors, 9% Brokers) |
Phone | 574-533-9511 |
Address | 1110 N Main St Goshen, IN 46528 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 0.1 | |
NVDA | 399,550.0 | 0.1 | |
MSFT | 1,918,222.4 | 0.1 | |
AMZN | 1,092,997.8 | 0.0 | |
GOOGL | 1,475,138.5 | 0.0 | |
META | 434,852.0 | 0.0 | |
GOOG | 1,482,566.4 | 0.0 | |
LLY | 301,789.7 | 0.0 | |
JPM | 340,169.2 | 0.0 | |
PG | 338,108.9 | 0.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 2.5 |
(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 | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 8 | 2.5 |
By Discretionary | ||
Discretionary | 8 | 2.5 |
Non-Discretionary | 0 | 0.0 |
Total | 8 | 2.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.5 | |
Total | 8 | 2.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001056825] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Bondbloxx Investment Management Corporation
✚
|
CA | 2.5 |
Atlantic Capital Strategies Inc
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|
MA | 2.5 |
Apollo Investment Management LP
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NY | 2.5 |
Jefferies Credit Management LLC
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|
NY | 2.5 |
Sound Point Commercial Real Estate Finance LLC
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|
NY | 2.4 |
Alinda Capital Partners Ltd
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|
CT | 2.4 |
US Innovative Technology Capital Management LLC
✚
|
PA | 2.4 |
AGF Investments LLC
✚
|
MA | 2.4 |
Oldfield Partners LLP
✚
|
2.4 | |
Blockchain Capital LLC
✚
|
CA | 2.4 |