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| Faithward Advisors LLC
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|---|---|
| CRD # | 116978 |
| SEC # | 801-61471 |
| CIK # | 0000169507, 0001695078 |
| AUM | 1.1 B (2026-03-27) |
| Employees | 47 (34% Investors, 28% Brokers) |
| Phone | 717-560-8300 |
| Address | 275 Hess Boulevard Lancaster, PA 17601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 20.6 | ||
| Palantir Technologies Inc | 15.6 | ||
| Nvidia Corp | 12.9 | ||
| Xometry Inc | 9.5 | ||
| iShares Silver Trust | 9.2 | ||
| Caterpillar Inc | 9.0 | ||
| Cloudflare Inc | 8.2 | ||
| GS Acquisition Holdings Corp | 7.8 | ||
| Jazz Pharmaceuticals Inc | 7.7 | ||
| Shopify Inc | 7.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,732 | 379.5 |
| (b) Individuals (high net worth individuals) | 304 | 631.6 |
| (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 | 2 | 0.1 |
| (h) Charitable organizations | 76 | 41.4 |
| (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 | 6,477 | 1,052.5 |
| By Discretionary | ||
| Discretionary | 5,910 | 813.7 |
| Non-Discretionary | 567 | 238.8 |
| Total | 6,477 | 1,052.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,052.5 | |
| Total | 6,477 | 1,052.5 |
| Limited Partners | 2011 - 2026 |
|---|---|
| Teachers' Retirement System of the City of New York |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001695078] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 10 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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BRIO Consultants LLC
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CA | 1.1 B |
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Worthpointe LLC
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1.1 B | |
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Sequent Asset Management LLC
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TX | 1.1 B |
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Armbruster Capital Management Inc
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NY | 1.1 B |
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DGS Capital Management LLC
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NJ | 1.1 B |
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Liberty One Investment Management LLC
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IL | 1.1 B |
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Panoramika Advisors Inc
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FL | 1.1 B |
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Sittner & Nelson LLC
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OR | 1.0 B |
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Matauro LLC
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NY | 1.0 B |
|
Baker Ellis Asset Management LLC
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WA | 1.0 B |