|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Figure 8 Investment Strategies LLC
✚
|
|
|---|---|
| CRD # | 282973 |
| SEC # | 801-120489 |
| CIK # | 0001909570 |
| AUM | $199.8 M (2025-07-25) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 208-385-0078 |
| Address | 1410 W Washington St Boise, ID 83702 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.3 | ||
| Apple Inc | 5.8 | ||
| Alphabet Inc | 4.9 | ||
| Ingersoll-Rand PLC | 4.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.0 | ||
| TJX Companies Inc /DE/ | 3.6 | ||
| Costco Wholesale Corp /NEW | 3.5 | ||
| Netflix Inc | 3.4 | ||
| VISA Inc | 3.0 | ||
| NXP Semiconductors NV | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 43.2 |
| (b) Individuals (high net worth individuals) | 60 | 142.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.5 |
| (h) Charitable organizations | 10 | 12.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 438 | 199.8 |
| By Discretionary | ||
| Discretionary | 438 | 199.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 438 | 199.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.8 | |
| Total | 438 | 199.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909570] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investors Portfolio Services LLC
✚
|
WA | 0.2 |
|
Rinaldi Wealth Management Inc
✚
|
FL | 0.2 |
|
Brucke Financial Inc
✚
|
0.2 | |
|
Camelot Technology Advisors Inc
✚
|
CA | 0.2 |
|
BA Schrock Wealth Management Inc
✚
|
OH | 0.2 |
|
Big Sioux Financial Inc
✚
|
SD | 0.2 |
|
Arlington Capital Management Inc
✚
|
IL | 0.2 |
|
Lyon Wealth Advisors Group LLC
✚
|
NC | 0.2 |
|
DaVinci Financial Designs LLC
✚
|
SC | 0.2 |
|
Aldebaran Financial Inc
✚
|
TN | 0.2 |