⚲
|
GHE LLC
✚
|
|
---|---|
CRD # | 125245 |
SEC # | 801-121636 |
CIK # | 0001910179 |
AUM | $179.6 MM (2024-03-08) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 901-327-2788 |
Address | 40 S Main St Memphis, TN 38103-5502 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
---|
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 ($MM) |
---|
AUM Breakdown | Accounts | AUM ($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 |