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⚲
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| Gilbert & Cook Inc
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| |
|---|---|
| CRD # | 283112 |
| SEC # | 801-107546 |
| CIK # | 0001675762 |
| AUM | $1.2 BB (2024-03-27) |
| Employees | 32 (53% Investors, 0% Brokers) |
| Phone | 515-270-6444 |
| Address | 5058 Grand Ridge Drive West Des Moines, IA 50265 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ARCC | 8,938.4 | 29.6 | |
| NVDA | 399,550.0 | 9.0 | |
| UPS | 157,208.0 | 8.3 | |
| AAPL | 2,382,844.0 | 7.9 | |
| GOOG | 1,482,566.4 | 6.0 | |
| AMZN | 1,092,997.8 | 5.5 | |
| MSFT | 1,918,222.4 | 5.5 | |
| CMG | 36,040.0 | 2.9 | |
| XOM | 385,508.3 | 2.8 | |
| TSLA | 723,390.3 | 2.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 511 | 128.2 |
| (b) Individuals (high net worth individuals) | 300 | 996.2 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 46.0 |
| (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 | 5 | 27.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,219 | 1,197.7 |
| By Discretionary | ||
| Discretionary | 3,209 | 1,190.1 |
| Non-Discretionary | 10 | 7.6 |
| Total | 3,219 | 1,197.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,197.7 | |
| Total | 3,219 | 1,197.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001675762] |
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