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| Foundry Financial LLC
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|---|---|
| CRD # | 300122 |
| SEC # | 801-133770 |
| CIK # | 0002085325, 0001644978, 0002007960 |
| AUM | 232.6 M (2026-06-16) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 213-802-8662 |
| Address | 479 S Marengo Ave Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CME Group Inc | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 43.3 |
| (b) Individuals (high net worth individuals) | 81 | 189.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 626 | 232.6 |
| By Discretionary | ||
| Discretionary | 626 | 232.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 626 | 232.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.6 | |
| Total | 626 | 232.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001644978] | |
| 13F-NT | [0001644978] | |
| 13F-HR | [0002007960] | |
| 13F-HR | [0002085325] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 53 |
| Serves | Institutional, Retail |
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