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| Foundry Partners LLC
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|---|---|
| CRD # | 164863 |
| SEC # | 801-76953 |
| CIK # | 0001573913 |
| AUM | $1.9 BB (2023-03-28) |
| Employees | 20 (55% Investors, 0% Brokers) |
| Phone | 612-376-2800 |
| Address | 323 Washington Ave North Minneapolis, MN 55401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001573913 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| J P Morgan Chase & Co | 340.2 | 0.0 | |
| Exelon Corp | 43.0 | 0.0 | |
| Ameriprise Financial Inc | 26.8 | 0.0 | |
| Gilead Sciences Inc | 78.0 | 0.0 | |
| Altria Group Inc | 78.2 | 0.0 | |
| Kroger Co | 34.7 | 0.0 | |
| AES Corp | 14.2 | 0.0 | |
| Johnson & Johnson | 465.6 | 0.0 | |
| AT&T Inc | 147.5 | 0.0 | |
| Sanofi | 130.2 | 0.0 | |
| Citigroup Inc | 91.7 | 0.0 | |
| LKQ Corp | 14.1 | 0.0 | |
| Simon Property Group Inc /DE/ | 32.6 | 0.0 | |
| Merck & Co Inc | 232.4 | 0.0 | |
| Darden Restaurants Inc | 14.4 | 0.0 | |
| Comcast Corp | 175.3 | 0.0 | |
| CVS Caremark Corp | 122.2 | 0.0 | |
| Verizon Communications Inc | 211.9 | 0.0 | |
| Biogen IDEC Inc | 29.7 | 0.0 | |
| Caterpillar Inc | 100.0 | 0.0 | |
| Prudential Financial Inc | 36.6 | 0.0 | |
| International Business Machines Corp | 127.6 | 0.0 | |
| United Rentals Inc /DE | 17.8 | 0.0 | |
| Phillips 66 | 42.7 | 0.0 | |
| Hartford Financial Services Group Inc/DE | 21.5 | 0.0 | |
| Juniper Networks Inc | 9.3 | 0.0 | |
| Huntington Ingalls Industries Inc | 8.7 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 62 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 65 | 1.9 |
| By Discretionary | ||
| Discretionary | 65 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 65 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 65 | 1.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001573913] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Glassman Wealth Services LLC
✚
|
VA | 1.9 |
|
McKinley Carter Wealth Services Inc
✚
|
WV | 1.9 |
|
Performance Wealth Partners LLC
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IL | 1.9 |
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West Financial Services Inc
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VA | 1.9 |
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Courier Capital LLC
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NY | 1.9 |
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Beirne Wealth Consulting Services LLC
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CT | 1.9 |
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Obermeyer Wood Investment Counsel LLLP
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CO | 1.9 |
|
SFMG LLC
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|
TX | 1.9 |
|
Windsor Advisory Group LLC
✚
|
OH | 1.9 |
|
Efficient Advisors LLC
✚
|
OH | 1.9 |