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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Harvest LLC
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| CRD # | 148271 |
| SEC # | 801-112271 |
| CIK # | 0002052933, 0001878216, 0001140315, 0001851931, 0000351952 |
| AUM | $451.0 M (2025-02-24) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 407-937-0707 |
| Address | 1091 West Morse Boulevard Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Skechers USA Inc | 29.5 | ||
| Spirit Aerosystems Holdings Inc | 21.8 | ||
| Amedisys Inc | 15.1 | ||
| Kellogg Co | 10.3 | ||
| Surgery Partners Inc | 8.7 | ||
| GMS Inc | 8.0 | ||
| Foot Locker Inc | 7.2 | ||
| Couchbase Inc | 2.5 | ||
| Power & Digital Infrastructure Acquisition Corp | 2.2 | ||
| Allete Inc | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 58.0 |
| (b) Individuals (high net worth individuals) | 151 | 393.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,230 | 451.0 |
| By Discretionary | ||
| Discretionary | 1,228 | 450.9 |
| Non-Discretionary | 2 | 0.1 |
| Total | 1,230 | 451.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.0 | |
| United States Persons | 447.1 | |
| Total | 1,230 | 451.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0000351952] | |
| 4 | [0000351952] | |
| 13F-HR | [0001140315] | |
| 3 | [0001851931] | |
| 4 | [0001851931] | |
| D | [0001878216] | |
| 13F-HR | [0002052933] |
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|---|---|---|
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Osterweis Capital Management Inc
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CA | 0.5 |
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IN | 0.5 |
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VA | 0.5 |
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Virtera Partners LLC
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OH | 0.5 |
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Mindful Asset Planning LLC
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MN | 0.5 |
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Collective Family Office LLC
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PA | 0.5 |
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Inlight Wealth Management LLC
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GA | 0.5 |
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Ulland Investment Advisors LLC
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MN | 0.5 |
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Capitol Private Wealth Group LLC
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VA | 0.5 |
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Postrock Partners LLC
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KS | 0.4 |