Fractal Investments LLC

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Assets, Funds, Holdings

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Fractal Investments LLC
CRD #311767
SEC #801-120179
CIK #0001843590
AUM $683.5 M (2025-01-27)
Employees 2 (100% Investors, 0% Brokers)
Phone860-839-0257
Address
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
70056042028014002011201620212026
Sector Form 13F Holdings Value ($M)
MPLX LP 116.2
Energy Transfer Equity LP 91.0
Plains All American Pipeline LP 70.2
Enterprise Products Partners L P 60.1
Western Gas Equity Partners LP 56.8
Williams Companies Inc 37.2
Susser Petroleum Partners LP 33.0
Transcanada Corp 31.7
Kinder Morgan Inc 31.0
Targa Resources Corp 27.6
View All
Holdings by Sector ($M)
80064048032016002021202220242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 1 0.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 3 683.3
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 6 683.5
By Discretionary
Discretionary 6 683.5
Non-Discretionary 0 0.0
Total 6 683.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 683.5
Total 6 683.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001843590]
Comparable Firms State AUM ($B)
Verecan Capital Management Inc
0.7
Bell Investment Advisors Inc
CA 0.7
Bellwether Advisors LLC
NE 0.7
GKB Partners LLC
0.7
DSG Capital Advisors LLC
MN 0.7
Lawson Kroeker Investment Management Inc
NE 0.7
Relevant Wealth Advisors LLC
CA 0.7
Financial Sense Advisors Inc
CA 0.7
Proffitt & Goodson Inc
TN 0.7
McNamara Financial Services Inc
MA 0.7
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