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 $1.9 BB (2023-03-28)
Employees 20 (55% Investors, 0% Brokers)
Phone612-376-2800
Address323 Washington Ave North
Minneapolis, MN 55401
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
4.03.22.41.60.80.02010201420192024
Sector Form 13F Holdings Cap ($BB) Value ($BB)
JPM 340.2 0.0
EXC 43.0 0.0
AMP 26.8 0.0
GILD 78.0 0.0
MO 78.2 0.0
KR 34.7 0.0
AES 14.2 0.0
JNJ 465.6 0.0
T 147.5 0.0
SNY 130.2 0.0
View All
Holdings by Sector ($BB)
6.04.83.62.41.20.02011201520192024
AUM Breakdown Accounts AUM ($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 0.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 0.0
(g) Pension and profit sharing plans 62 1.6
(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 1.9
By Discretionary
Discretionary 65 1.9
Non-Discretionary 0 0.0
Total 65 1.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.9
Total 65 1.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001573913]
Comparable Firms State AUM ($BB)
Glassman Wealth Services LLC
VA 1.9
McKinley Carter Wealth Services Inc
WV 1.9
Performance Wealth Partners LLC
IL 1.9
West Financial Services Inc
VA 1.9
Courier Capital LLC
NY 1.9
Beirne Wealth Consulting Services LLC
CT 1.9
Obermeyer Wood Investment Counsel LLLP
CO 1.9
SFMG LLC
TX 1.9
Windsor Advisory Group LLC
OH 1.9
Efficient Advisors LLC
OH 1.9
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