GHE LLC

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Assets, Funds, Holdings

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GHE LLC
CRD #125245
SEC #801-121636
CIK #0001910179
AUM $179.6 MM (2024-03-08)
Employees 5 (100% Investors, 0% Brokers)
Phone901-327-2788
Address40 S Main St
Memphis, TN 38103-5502
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
180144108723602009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 0.1
ADBE 172,760.2 0.0
MCO 49,925.7 0.0
MPC 47,980.8 0.0
PGR 67,509.2 0.0
SPGI 113,084.7 0.0
COST 207,576.9 0.0
LOW 111,668.6 0.0
QCOM 147,392.0 0.0
ADP 89,423.0 0.0
View All
Holdings by Sector ($MM)
15012090603002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 24 8.9
(b) Individuals (high net worth individuals) 60 126.2
(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 5 39.3
(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 1 5.2
(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 112 179.6
By Discretionary
Discretionary 112 179.6
Non-Discretionary 0 0.0
Total 112 179.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 179.6
Total 112 179.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001910179]
Comparable Firms State AUM ($BB)
Union Capital Company
AZ 0.2
Ward & Associates
CA 0.2
Hill Country Retirement Solutions LLC
TX 0.2
DRH Investments Inc
CA 0.2
Equitycompass Investment Management LLC
MD 0.2
Taconic Advisors Inc
NY 0.2
Worth Financial Advisory Group LLC
NC 0.2
Allen Capital Management LLC
WA 0.2
Jennings & Associates Financial Advisors LLC
KY 0.2
Heritage Financial Counselors LLC
NJ 0.2
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