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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) |
|---|
| CIK | Period |
|---|---|
| 0002010235 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 37.9 | |
| Nvidia Corp | 399,550.0 | 35.3 | |
| Apple Inc | 2,382,844.0 | 31.3 | |
| Amazon Com Inc | 1,092,997.8 | 19.3 | |
| J P Morgan Chase & Co | 340,169.2 | 14.5 | |
| Facebook Inc | 434,852.0 | 12.3 | |
| Alphabet Inc | 1,475,138.5 | 11.9 | |
| Broadcom Inc | 201,282.9 | 11.1 | |
| Lilly Eli & Co | 301,789.7 | 10.6 | |
| Alphabet Inc | 1,482,566.4 | 9.9 | |
| VISA Inc | 419,260.5 | 7.5 | |
| Exxon Mobil Corp | 385,508.3 | 6.8 | |
| Home Depot Inc | 277,648.0 | 6.2 | |
| UnitedHealth Group Inc | 477,004.0 | 5.2 | |
| Merck & Co Inc | 232,371.9 | 4.9 | |
| AbbVie Inc | 269,466.6 | 4.8 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 4.6 | |
| Procter & Gamble Co | 338,108.9 | 4.4 | |
| Johnson & Johnson | 465,600.2 | 3.7 | |
| Netflix Inc | 79,791.6 | 3.7 | |
| Coca Cola Co | 269,985.6 | 3.7 | |
| Wal Mart Stores Inc | 335,434.5 | 3.7 | |
| Mastercard Inc | 309,583.1 | 3.7 | |
| Chevron Corp | 294,604.1 | 3.4 | |
| PepsiCo Inc | 226,773.9 | 3.4 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 11.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 693.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 732 | 705.4 |
| By Discretionary | ||
| Discretionary | 732 | 705.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 732 | 705.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 705.4 | |
| Total | 732 | 705.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002010235] |
| Comparable Firms | State | AUM ($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 |