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| Happy Holidays!! thanks for using AUM13F!! |
| Fountainhead Capital Management LLC
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| CRD # | 156185 |
| SEC # | 801-79472 |
| CIK # | 0001843582, 0001399726 |
| AUM | $1.0 B (2025-06-23) |
| Employees | 28 (64% Investors, 7% Brokers) |
| Phone | 732-346-1900 |
| Address | 10 Independence Blvd Warren, NJ 07059 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| FS KKR Capital Corp | 20.4 | ||
| Nvidia Corp | 13.7 | ||
| Apple Inc | 13.4 | ||
| Amazon Com Inc | 6.0 | ||
| Microsoft Corp | 5.6 | ||
| iShares Bitcoin Trust | 4.8 | ||
| Tesla Motors Inc | 4.6 | ||
| Facebook Inc | 4.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,029 | 283.6 |
| (b) Individuals (high net worth individuals) | 260 | 736.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,733 | 1,020.0 |
| By Discretionary | ||
| Discretionary | 3,366 | 927.1 |
| Non-Discretionary | 367 | 92.9 |
| Total | 3,733 | 1,020.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,020.0 | |
| Total | 3,733 | 1,020.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 4 | [0001399726] | |
| SC 13D | [0001399726] | |
| 13F-NT | [0001843582] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Fountainhead Capital Management Ltd | Vycor Medical Inc | [2014-08-14] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Fountainhead Capital Management Ltd | |
| Vycor Medical Inc |
| Related Firms | State | AUM ($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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|---|---|---|
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Opal Wealth Advisors LLC
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NY | 1.0 |
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WPWealth LLP
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TX | 1.0 |
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Pronvest Inc
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TN | 1.0 |
|
Wealth Dimensions Group Ltd
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OH | 1.0 |
|
Activest Wealth Management LLC
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|
FL | 1.0 |
|
Regency Investment Advisors Inc
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CA | 1.0 |
|
KWB Wealth
✚
|
CA | 1.0 |
|
Portland Global Advisors LLC
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|
ME | 1.0 |
|
Strategic Financial Concepts LLC
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|
TX | 1.0 |
|
Campbell Wealth Management Inc
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|
VA | 1.0 |