Foundry Partners LLC

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Assets, Funds, Holdings

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Foundry Partners LLC
CRD #164863
SEC #801-76953
CIK #0001573913
AUM $2.0 B (2025-03-24)
Employees 17 (59% Investors, 0% Brokers)
Phone612-376-2800
Address1660 W Second Street
Cleveland, OH 44113
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
4.03.22.41.60.80.02011201620212026
Sector Form 13F Holdings Value ($B)
J P Morgan Chase & Co 0.0
Verizon Communications Inc 0.0
Duke Energy Corp 0.0
Citigroup Inc 0.0
Royal Dutch Shell PLC 0.0
Bank of New York Mellon Corp 0.0
Hartford Financial Services Group Inc/DE 0.0
Simon Property Group Inc /DE/ 0.0
Altria Group Inc 0.0
Cummins Inc 0.0
View All
Holdings by Sector ($B)
6.04.83.62.41.20.02012201620212026
AUM Breakdown Accounts AUM ($B)
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 65 1.8
(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 68 2.0
By Discretionary
Discretionary 68 2.0
Non-Discretionary 0 0.0
Total 68 2.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.0
Total 68 2.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001573913]
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Guardian Wealth Advisors LLC
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