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| Happy Holidays!! thanks for using AUM13F!! |
| Fountainhead AM LLC
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| CRD # | 289000 |
| SEC # | 801-110874 |
| CIK # | 0001843581 |
| AUM | $964.5 M (2025-03-31) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 732-346-1900 |
| Address | 10 Independence Blvd Warren, NJ 07059 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001843581 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| FS KKR Capital Corp | 20.4 | ||
| Nvidia Corp | 13.7 | ||
| Apple Inc | 13.4 | ||
| Amazon Com Inc | 6.0 | ||
| Microsoft Corp | 5.6 | ||
| iShares Bitcoin Trust | 4.8 | ||
| Tesla Motors Inc | 4.6 | ||
| Facebook Inc | 4.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 5 | 964.5 |
| (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 | 3,471 | 964.5 |
| By Discretionary | ||
| Discretionary | 3,471 | 964.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,471 | 964.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 964.5 | |
| Total | 3,471 | 964.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843581] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Fountainhead Capital Management LLC
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|
NJ | 1.0 |
|
Fountainhead AM LLC
✚
|
NJ | 1.0 |
|
Fountainhead Retirement Services LLC
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|
NJ | 0.0 |
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|---|---|---|
|
Kaiser Partner Financial Advisors Ltd
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|
1.0 | |
|
Accel Wealth Management LLC
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|
IA | 1.0 |
|
Crewcial Partners LLC
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|
NY | 1.0 |
|
Ram Investment Partners LLC
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|
WA | 1.0 |
|
Great Lakes Retirement Inc
✚
|
OH | 1.0 |
|
Lucid Advisors Inc
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|
WA | 1.0 |
|
First Affirmative Financial Network LLC
✚
|
CO | 1.0 |
|
Financial Advisors Network Inc
✚
|
CA | 1.0 |
|
The Joseph Group LLC
✚
|
OH | 0.9 |
|
Manchester Financial Inc
✚
|
CA | 0.9 |