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| Happy Holidays!! thanks for using AUM13F!! |
| Frank Rimerman Advisors LLC
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| CRD # | 124147 |
| SEC # | 801-62201 |
| CIK # | 0001977560 |
| AUM | $3.0 B (2025-03-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 650-845-8100 |
| Address | 1801 Page Mill Road Palo Alto, CA 94304 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001977560 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 85.3 | ||
| Netflix Inc | 79.1 | ||
| Microsoft Corp | 59.8 | ||
| Apple Inc | 56.6 | ||
| Alphabet Inc | 41.2 | ||
| Facebook Inc | 29.2 | ||
| Amazon Com Inc | 27.7 | ||
| Alphabet Inc | 25.1 | ||
| Broadcom Inc | 18.5 | ||
| J P Morgan Chase & Co | 16.8 | ||
| Tesla Motors Inc | 12.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 12.3 | ||
| VISA Inc | 10.5 | ||
| Costco Wholesale Corp /NEW | 7.8 | ||
| Mastercard Inc | 7.6 | ||
| Sentinelone Inc | 7.6 | ||
| Wal Mart Stores Inc | 7.6 | ||
| Ferrari NV | 7.5 | ||
| Johnson & Johnson | 7.1 | ||
| Procept Biorobotics Corp | 7.0 | ||
| Philip Morris International Inc | 6.9 | ||
| Transdigm Group Inc | 6.9 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 104 | 3.0 |
| (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 | 1 | 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 | 430 | 3.0 |
| By Discretionary | ||
| Discretionary | 385 | 2.2 |
| Non-Discretionary | 45 | 0.8 |
| Total | 430 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 430 | 3.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001977560] |
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|---|---|---|
|
Equity Investment Corporation
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|
GA | 3.1 |
|
Wealthcare Capital Management LLC
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VA | 3.0 |
|
Steele Capital Management Inc
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IA | 3.0 |
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Advisor Resource Council
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TX | 3.0 |
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Bryn Mawr Capital Management LLC
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PA | 3.0 |
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Summitry LLC
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CA | 3.0 |
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New England Private Wealth Advisors LLC
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MA | 3.0 |
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Sovereign Investment Advisors LLC
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AZ | 3.0 |
|
Colony Family Offices LLC
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|
NC | 3.0 |
|
Sol Capital Management Co
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|
MD | 3.0 |