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| Happy Holidays!! thanks for using AUM13F!! |
| Gilbert & Cook Inc
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| CRD # | 283112 |
| SEC # | 801-107546 |
| CIK # | 0001675762 |
| AUM | $1.4 B (2025-03-27) |
| Employees | 33 (52% Investors, 0% Brokers) |
| Phone | 515-270-6444 |
| Address | 5058 Grand Ridge Drive West Des Moines, IA 50265 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001675762 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ares Capital Corp | 22.1 | ||
| Nvidia Corp | 10.4 | ||
| Alphabet Inc | 6.5 | ||
| Amazon Com Inc | 6.2 | ||
| Microsoft Corp | 4.7 | ||
| United Parcel Service Inc | 4.2 | ||
| Tesla Motors Inc | 3.9 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Apple Inc | 3.3 | ||
| Netflix Inc | 3.1 | ||
| Owl Rock Capital Corp | 3.1 | ||
| Texas Pacific Land Corp | 2.8 | ||
| Exxon Mobil Corp | 2.5 | ||
| FS Credit Opportunities Corp | 2.3 | ||
| Wal Mart Stores Inc | 2.2 | ||
| Procter & Gamble Co | 2.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 456 | 137.7 |
| (b) Individuals (high net worth individuals) | 366 | 1,143.9 |
| (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 | 51.0 |
| (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 | 6 | 29.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,429 | 1,361.6 |
| By Discretionary | ||
| Discretionary | 2,994 | 1,340.4 |
| Non-Discretionary | 435 | 21.1 |
| Total | 3,429 | 1,361.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,361.6 | |
| Total | 3,429 | 1,361.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001675762] |
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