|
⚲
|
| Keyboard |
| Fire Capital Management LLC
✚
|
|
|---|---|
| CRD # | 299218 |
| SEC # | 801-128262 |
| CIK # | 0002059571 |
| AUM | 635.5 M (2026-03-11) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 415-828-0129 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 30.3 | ||
| Apple Inc | 6.7 | ||
| SPDR Gold Trust | 6.3 | ||
| Microsoft Corp | 5.9 | ||
| J P Morgan Chase & Co | 5.8 | ||
| Tesla Motors Inc | 5.1 | ||
| Amazon Com Inc | 4.5 | ||
| Franklin Resources Inc | 4.1 | ||
| Lilly Eli & Co | 4.0 | ||
| Deere & Co | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 10.4 |
| (b) Individuals (high net worth individuals) | 33 | 500.1 |
| (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 | 3 | 124.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 233 | 635.5 |
| By Discretionary | ||
| Discretionary | 232 | 634.6 |
| Non-Discretionary | 1 | 0.8 |
| Total | 233 | 635.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 635.5 | |
| Total | 233 | 635.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002059571] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
TCFG Investment Advisors LLC
✚
|
CA | 639.4 M |
|
Hemsley Advisors Ltd
✚
|
IL | 638.1 M |
|
Resource Financial Group Ltd
✚
|
IL | 637.4 M |
|
Southern Capital Advisors LLC
✚
|
TN | 636.9 M |
|
West Advisors Incorporated
✚
|
636.7 M | |
|
Northwest Financial Services Inc
✚
|
IN | 634.9 M |
|
Vision Retirement LLC
✚
|
NJ | 633.7 M |
|
Vickerman Investment Advisors Inc
✚
|
WA | 632.3 M |
|
Carlson & Company Financial Services LLC
✚
|
KS | 632.2 M |
|
Fortem Financial Group LLC
✚
|
CA | 631.9 M |