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| GHE LLC
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|---|---|
| CRD # | 125245 |
| SEC # | 801-121636 |
| CIK # | 0001910179 |
| AUM | $272.3 M (2025-03-17) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 901-327-2788 |
| Address | 40 S Main St Memphis, TN 38103-5502 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Chegg Inc | 0.0 | ||
| Adobe Systems Inc | 0.0 | ||
| PIMCO Corporate & Income Strategy Fund | 0.0 | ||
| Moodys Corp /DE/ | 0.0 | ||
| Progressive Corp/Oh/ | 0.0 | ||
| McGraw-hill Companies Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Marathon Petroleum Corp | 0.0 | ||
| Lowes Companies Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 13.0 |
| (b) Individuals (high net worth individuals) | 59 | 183.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 67.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 8.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 117 | 272.3 |
| By Discretionary | ||
| Discretionary | 117 | 272.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 117 | 272.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.3 | |
| Total | 117 | 272.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910179] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Copley Financial Group Inc
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|
CA | 0.3 |
|
Madison Park Capital Advisors LLC
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|
WA | 0.3 |
|
Bay Rivers Group Inc
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VA | 0.3 |
|
Michael A Dubis Financial Planning LLC
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WI | 0.3 |
|
Lwealth LLC
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TX | 0.3 |
|
Schamberger Greylak & Utterback Wealth Management LLC
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|
WI | 0.3 |
|
Future Finances Inc
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|
OH | 0.3 |
|
Access Financial Group Inc
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|
IL | 0.3 |
|
TKG Advisors LLC
✚
|
IN | 0.3 |
|
Dreher Investment Services Inc
✚
|
TX | 0.3 |