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Gamma Investing LLC
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CRD # | 312573 |
SEC # | 801-127959 |
CIK # | 0002010235 |
AUM | $705.4 MM (2024-06-20) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 888-585-1755 |
Address | 1172 Dover Ln Foster City, CA 94404 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 37.9 | |
NVDA | 399,550.0 | 35.3 | |
AAPL | 2,382,844.0 | 31.3 | |
AMZN | 1,092,997.8 | 19.3 | |
JPM | 340,169.2 | 14.5 | |
META | 434,852.0 | 12.3 | |
GOOGL | 1,475,138.5 | 11.9 | |
AVGO | 201,282.9 | 11.1 | |
LLY | 301,789.7 | 10.6 | |
GOOG | 1,482,566.4 | 9.9 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 3 | 11.9 |
(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 | 3 | 693.5 |
(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 | 732 | 705.4 |
By Discretionary | ||
Discretionary | 732 | 705.4 |
Non-Discretionary | 0 | 0.0 |
Total | 732 | 705.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 705.4 | |
Total | 732 | 705.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0002010235] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Porter White Investment Advisors Inc
✚
|
AL | 0.7 |
Atyant Capital Management Limited
✚
|
0.7 | |
Lantz Financial LLC
✚
|
IL | 0.7 |
AMI Investment Management Inc
✚
|
IN | 0.7 |
Statheros Financial Solutions Inc
✚
|
CA | 0.7 |
Gilman Hill Asset Management LLC
✚
|
CT | 0.7 |
Leisure Capital Management Inc
✚
|
CA | 0.7 |
Eudaimonia Partners LLC
✚
|
TN | 0.7 |
Oarsman Capital Inc
✚
|
WI | 0.7 |
Pioneer Family Office LLC
✚
|
FL | 0.7 |