|
⚲
|
| Grand Jean Capital Management Inc
✚
|
|
|---|---|
| CRD # | 111738 |
| SEC # | 801-36610 |
| CIK # | 0001277158 |
| AUM | $383.2 MM (2023-03-17) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 415-512-5430 |
| Address | One Marketsteuart Tower San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 22.0 | |
| V | 419,260.5 | 19.8 | |
| TMO | 209,733.6 | 19.3 | |
| MSFT | 1,918,222.4 | 15.0 | |
| GOOG | 1,482,566.4 | 14.4 | |
| MS | 136,724.0 | 12.7 | |
| BX | 69,051.8 | 12.2 | |
| KO | 269,985.6 | 11.8 | |
| JPM | 340,169.2 | 10.9 | |
| DIS | 174,716.7 | 9.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 2.0 |
| (b) Individuals (high net worth individuals) | 131 | 363.2 |
| (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 | 7 | 7.8 |
| (h) Charitable organizations | 0 | 10.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 212 | 383.2 |
| By Discretionary | ||
| Discretionary | 212 | 383.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 212 | 383.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 383.2 | |
| Total | 212 | 383.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001277158] |
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|---|---|---|
|
CornerStone Wealth Advisors Inc
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|
MN | 0.4 |
|
Bigelow Investment Advisors LLC
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|
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MA | 0.4 |
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FL | 0.4 |
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Claraphi Advisory Network LLC
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|
Curbstone Financial Management Corporation
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NH | 0.4 |
|
Trinity Financial Partners II LLC
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PA | 0.4 |
|
Wealthone LLC
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NY | 0.4 |
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Quantitative Process LLC
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NC | 0.4 |