Everence Capital Management Inc

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Assets, Funds, Holdings

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Everence Capital Management Inc
CRD #105675
SEC #801-36323
CIK #0001056825
AUM $2.5 BB (2024-03-05)
Employees 11 (45% Investors, 9% Brokers)
Phone574-533-9511
Address1110 N Main St
Goshen, IN 46528
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
3.02.41.81.20.60.02001200920172025
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 ($MM)
1400112084056028002013201720212025
AUM Breakdown Accounts AUM ($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
13F-HR [0001056825]
Comparable Firms State AUM ($BB)
Bondbloxx Investment Management Corporation
CA 2.5
Atlantic Capital Strategies Inc
MA 2.5
Apollo Investment Management LP
NY 2.5
Jefferies Credit Management LLC
NY 2.5
Sound Point Commercial Real Estate Finance LLC
NY 2.4
Alinda Capital Partners Ltd
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
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