|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| F/m Investments LLC
✚
|
|
|---|---|
| CRD # | 304405 |
| SEC # | 801-116853 |
| CIK # | 0001834499, 0000802119 |
| AUM | $16.9 B (2025-04-03) |
| Employees | 70 (54% Investors, 6% Brokers) |
| Phone | 202-839-4910 |
| Address | 3050 K St NW Washington, DC 20007 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001834499 0000802119 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| VISA Inc | 0.0 | ||
| Palo Alto Networks Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| ServiceNow Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Intuit Inc | 0.0 | ||
| Autodesk Inc | 0.0 | ||
| Adobe Systems Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Intuitive Surgical Inc | 0.0 | ||
| Honeywell International Inc | 0.0 | ||
| Chipotle Mexican Grill Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 0.1 |
| (b) Individuals (high net worth individuals) | 852 | 1.1 |
| (c) Banking or thrift institutions | 26 | 0.1 |
| (d) Investment companies | 23 | 6.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 32 | 1.6 |
| (g) Pension and profit sharing plans | 108 | 2.1 |
| (h) Charitable organizations | 71 | 0.2 |
| (i) State or municipal government entities | 14 | 0.1 |
| (j) Other investment advisers | 2,703 | 1.6 |
| (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 | 476 | 3.2 |
| (n) Other | 8 | 0.0 |
| Total | 4,480 | 16.9 |
| By Discretionary | ||
| Discretionary | 4,448 | 15.3 |
| Non-Discretionary | 32 | 1.6 |
| Total | 4,480 | 16.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.9 | |
| Total | 4,480 | 16.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0000802119] | |
| 13F-HR | [0001834499] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Choreo LLC
✚
|
IL | 18.2 |
|
Comprehensive Financial Management LLC
✚
|
CA | 17.9 |
|
Baker Street Advisors LLC
✚
|
CA | 17.8 |
|
Letko Brosseau & Associates Inc
✚
|
17.2 | |
|
W1M Investment Management Limited
✚
|
17.1 | |
|
Merganser Capital Management LLC
✚
|
MA | 17.1 |
|
Guideline Investments LLC
✚
|
CA | 16.5 |
|
The London Company of Virginia LLC
✚
|
VA | 16.0 |
|
Vaughan Nelson Investment Management LP
✚
|
TX | 15.9 |
|
Nationwide Investment Advisors LLC
✚
|
OH | 15.7 |