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| Gilbert & Cook Inc
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|---|---|
| CRD # | 283112 |
| SEC # | 801-107546 |
| CIK # | 0001675762 |
| AUM | 1,698.1 M (2026-06-04) |
| Employees | 32 (53% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 515-270-6444 |
| Address | 5058 Grand Ridge Drive West Des Moines, IA 50265 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.4 | ||
| Alphabet Inc | 10.2 | ||
| Ares Capital Corp | 8.0 | ||
| Amazon Com Inc | 5.8 | ||
| Tesla Motors Inc | 4.3 | ||
| Apple Inc | 4.0 | ||
| United Parcel Service Inc | 3.7 | ||
| Microsoft Corp | 3.6 | ||
| Caterpillar Inc | 2.5 | ||
| J P Morgan Chase & Co | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 458 | 135.7 |
| (b) Individuals (high net worth individuals) | 421 | 1,458.1 |
| (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 | 13 | 65.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 9 | 38.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,792 | 1,698.1 |
| By Discretionary | ||
| Discretionary | 3,307 | 1,672.7 |
| Non-Discretionary | 485 | 25.4 |
| Total | 3,792 | 1,698.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,698.1 | |
| Total | 3,792 | 1,698.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001675762] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Clarkston Capital Partners LLC
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|
MI | 1,711.1 M |
|
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OR | 1,709.3 M |
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IL | 1,704.4 M |
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AR | 1,703.1 M |
|
Raffa Wealth Management LLC
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1,698.1 M | |
|
Rothschild Wealth LLC
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IL | 1,697.5 M |
|
CRA Financial Services LLC
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NJ | 1,693.4 M |
|
Signal Advisors Wealth LLC
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MI | 1,689.5 M |
|
Wellington Consulting Services Inc
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VA | 1,689.3 M |
|
Petredis Investment Advisors LLC
✚
|
PA | 1,687.0 M |