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| Foundry Partners LLC
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| |
|---|---|
| CRD # | 164863 |
| SEC # | 801-76953 |
| CIK # | 0001573913 |
| AUM | $1.8 BB (2024-02-14) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Phone | 612-376-2800 |
| Address | 1660 W Second Street Cleveland, OH 44113 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| JPM | 340.2 | 0.1 | |
| C | 91.7 | 0.0 | |
| SHEL | 196.2 | 0.0 | |
| VZ | 211.9 | 0.0 | |
| PRU | 36.6 | 0.0 | |
| DAL | 19.4 | 0.0 | |
| SPG | 32.6 | 0.0 | |
| DUK | 81.4 | 0.0 | |
| JNJ | 465.6 | 0.0 | |
| CAT | 100.0 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 60 | 1.5 |
| (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 | 65 | 1.8 |
| By Discretionary | ||
| Discretionary | 65 | 1.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 65 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.8 | |
| Total | 65 | 1.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001573913] |
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1.8 | |
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