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| Financial Designs Corporation
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|---|---|
| CRD # | 14829 |
| SEC # | 801-49374 |
| CIK # | 0001561383, 0000740798 |
| AUM | 507.9 M (2026-01-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 909-626-1642 |
| Address | 540 W Baseline Rd Claremont, CA 91711-5805 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001561383 0000740798 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Fidelity Wise Origin Bitcoin Fund | 1.4 | ||
| Tesla Motors Inc | 0.9 | ||
| Nvidia Corp | 0.9 | ||
| Apple Inc | 0.9 | ||
| Fidelity Ethereum Fund | 0.8 | ||
| Amazon Com Inc | 0.8 | ||
| ETFS Gold Trust | 0.6 | ||
| SPDR Gold Trust | 0.6 | ||
| iShares Silver Trust | 0.5 | ||
| Edison International | 0.4 | ||
| RXI Pharmaceuticals Corp | 0.3 | ||
| Biofuel Energy Corp | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 338 | 159.6 |
| (b) Individuals (high net worth individuals) | 177 | 348.3 |
| (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 | 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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,312 | 507.9 |
| By Discretionary | ||
| Discretionary | 1,015 | 371.2 |
| Non-Discretionary | 297 | 136.7 |
| Total | 1,312 | 507.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 507.9 | |
| Total | 1,312 | 507.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001561383] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 8 |
| Serves | Retail |
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|---|---|---|
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TX | 505.6 M |
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Carl P Sherr & Co LLC
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|
Sage Trading Collective LLC
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Boltwood Capital Management
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CA | 502.5 M |