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| Frank Rimerman Advisors LLC
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|---|---|
| CRD # | 124147 |
| SEC # | 801-62201 |
| CIK # | 0001977560 |
| AUM | 3,399.0 M (2026-03-28) |
| 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 | 98.6 | ||
| Alphabet Inc | 73.3 | ||
| Apple Inc | 72.7 | ||
| Netflix Inc | 56.5 | ||
| Microsoft Corp | 47.0 | ||
| Alphabet Inc | 39.9 | ||
| Amazon Com Inc | 27.6 | ||
| Broadcom Inc | 25.6 | ||
| Facebook Inc | 24.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 18.8 | ||
| J P Morgan Chase & Co | 17.1 | ||
| Tesla Motors Inc | 15.7 | ||
| Johnson & Johnson | 11.7 | ||
| Wal Mart Stores Inc | 10.8 | ||
| Micron Technology Inc | 9.7 | ||
| Lilly Eli & Co | 9.5 | ||
| Visa Inc | 8.9 | ||
| Costco Wholesale Corp /NEW | 8.3 | ||
| Cisco Systems Inc | 8.1 | ||
| Applied Materials Inc /DE | 7.8 | ||
| Anglogold Ashanti PLC | 7.8 | ||
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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) | 106 | 3.4 |
| (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 | 438 | 3.4 |
| By Discretionary | ||
| Discretionary | 414 | 2.5 |
| Non-Discretionary | 24 | 0.9 |
| Total | 438 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 438 | 3.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001977560] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wedmont Private Capital LLC
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|
PA | 3,440.7 M |
|
Moors & Cabot Inc
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MA | 3,437.8 M |
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Weaver C Barksdale & Associates Inc
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TN | 3,435.2 M |
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Ceredex Value Advisors LLC
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FL | 3,431.4 M |
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Leavell Investment Management Inc
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AL | 3,404.8 M |
|
Sound Shore Management Inc
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CT | 3,398.3 M |
|
Colony Family Offices LLC
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NC | 3,362.4 M |
|
North Star Asset Management Inc
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|
WI | 3,351.9 M |
|
Stokes Family Office LLC
✚
|
LA | 3,351.7 M |
|
Summitry LLC
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|
CA | 3,350.5 M |