|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Glenmede Investment Management LP
✚
|
|
|---|---|
| CRD # | 108165 |
| SEC # | 801-57826 |
| CIK # | 0001644465 |
| AUM | $7.1 B (2025-03-28) |
| Employees | 33 (67% Investors, 15% Brokers) |
| Phone | 215-419-6000 |
| Address | 1650 Market Street, One Liberty Place Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001644465 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.8 | ||
| Apple Inc | 0.7 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Oracle Corp | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Lilly Eli & Co | 0.2 | ||
| Mastercard Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Johnson & Johnson | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Home Depot Inc | 0.2 | ||
| Cisco Systems Inc | 0.2 | ||
| Abbott Laboratories | 0.2 | ||
| Priceline Com Inc | 0.2 | ||
| United Technologies Corp /DE/ | 0.2 | ||
| Amphenol Corp /DE/ | 0.2 | ||
| Procter & Gamble Co | 0.2 | ||
| Exxon Mobil Corp | 0.1 | ||
| Chevron Corp | 0.1 | ||
| VISA Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,142 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 14 | 4.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 64 | 0.1 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 947 | 0.5 |
| Total | 2,174 | 7.1 |
| By Discretionary | ||
| Discretionary | 1,227 | 6.6 |
| Non-Discretionary | 947 | 0.5 |
| Total | 2,174 | 7.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 6.7 | |
| Total | 2,174 | 7.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001644465] | |
| 13F-NT | [0001644465] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Plancorp LLC
✚
|
MO | 7.3 |
|
R M Davis Inc
✚
|
ME | 7.3 |
|
Confluence Investment Management LLC
✚
|
MO | 7.3 |
|
Nicholas Hoffman & Company LLC
✚
|
GA | 7.2 |
|
BNY Mellon Securities Corporation
✚
|
NY | 7.1 |
|
DSM Capital Partners LLC
✚
|
FL | 7.1 |
|
Crossmark Global Investments Inc
✚
|
TX | 7.1 |
|
Bolton Securities Corp
✚
|
MA | 7.0 |
|
Avantax Planning Partners Inc
✚
|
IA | 6.9 |
|
Hood River Capital Management LLC
✚
|
FL | 6.9 |