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| Gifford Fong Associates
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|---|---|
| CRD # | 142917 |
| SEC # | 801-67534 |
| CIK # | 0001740316 |
| AUM | 517.0 M (2026-03-06) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 925-299-7800 |
| Address | 3658 Mt Diablo Blvd Lafayette, CA 94549-3751 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001740316 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 3.4 | ||
| Franklin Resources Inc | 3.4 | ||
| Tesla Motors Inc | 3.1 | ||
| Spotify Technology Sa | 2.9 | ||
| Allstate Corp | 2.9 | ||
| Ciena Corp | 2.9 | ||
| Pfizer Inc | 2.8 | ||
| Honeywell International Inc | 2.8 | ||
| Deere & Co | 2.7 | ||
| Verizon Communications Inc | 2.7 | ||
| Pinnacle West Capital Corp | 2.7 | ||
| Comcast Corp | 2.6 | ||
| Coca Cola Co | 2.6 | ||
| Automatic Data Processing Inc | 2.6 | ||
| Intel Corp | 2.4 | ||
| Abbott Laboratories | 2.4 | ||
| Merck & Co Inc | 2.4 | ||
| AT&T Inc | 2.3 | ||
| Aflac Inc | 2.3 | ||
| Parker Hannifin Corp | 2.2 | ||
| PNC Financial Services Group Inc | 2.1 | ||
| Cisco Systems Inc | 2.0 | ||
| Travelers Companies Inc | 2.0 | ||
| UnitedHealth Group Inc | 2.0 | ||
| Centurytel Inc | 1.9 | ||
| Bristol Myers Squibb Co | 1.9 | ||
| Boeing Co | 1.9 | ||
| PepsiCo Inc | 1.9 | ||
| United Technologies Corp /DE/ | 1.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 1 | 517.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 1 | 517.0 |
| By Discretionary | ||
| Discretionary | 1 | 517.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 517.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 517.0 | |
| Total | 1 | 517.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001740316] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional |
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|---|---|---|
|
Sophron Capital Management LP
✚
|
NJ | 527.3 M |
|
Compass Group Investments Solutions LLC
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Voya Investment Management UK Limited
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522.1 M | |
|
Bicycle Management Company LP
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FL | 518.5 M |
|
Quantech Solution Partners North America Inc
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|
Altium Investment Strategies LLC
✚
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FL | 517.7 M |
|
IBN Asset Management LLC
✚
|
CA | 508.2 M |
|
Crossbeam Venture Partners LLC
✚
|
NY | 507.7 M |
|
Multiplier Capital LLC
✚
|
DC | 503.0 M |