GS Investments Inc

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GS Investments Inc
CRD #107782
SEC #801-56317
CIK #0001714590, 0001725386
AUM $270.9 M (2025-05-08)
Employees 4 (75% Investors, 0% Brokers)
Phone612-371-0590
Address860 Blue Gentian Road
Eagan, MN 55121
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3002401801206002000200820172026
CIK Period
0001714590 0001725386
Sector Form 13F Holdings Value ($B)
KLA Tencor Corp 0.0
Facebook Inc 0.0
Apple Inc 0.0
Ameriprise Financial Inc 0.0
VISA Inc 0.0
Microsoft Corp 0.0
Amazon Com Inc 0.0
Nvidia Corp 0.0
Texas Instruments Inc 0.0
Alphabet Inc 0.0
Stryker Corp 0.0
Home Depot Inc 0.0
Mastec Inc 0.0
Williams Companies Inc 0.0
Thermo Fisher Scientific Inc 0.0
Schwab Charles Corp 0.0
Air Products & Chemicals Inc /DE/ 0.0
Costco Wholesale Corp /NEW 0.0
Ecolab Inc 0.0
Netflix Inc 0.0
J P Morgan Chase & Co 0.0
Accenture PLC 0.0
Ross Stores Inc 0.0
MercadoLibre Inc 0.0
UnitedHealth Group Inc 0.0
Wells Fargo & Co/MN 0.0
Salesforce Com Inc 0.0
Broadcom Inc 0.0
Amgen Inc 0.0
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 44 12.4
(b) Individuals (high net worth individuals) 38 227.2
(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 6 31.3
(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 1 0.0
(n) Other 0 0.0
Total 180 270.9
By Discretionary
Discretionary 173 269.1
Non-Discretionary 7 1.8
Total 180 270.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 270.9
Total 180 270.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001714590]
D [0001725386]
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One Wealth Capital Management LLC
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Perritt Capital Management Inc
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Toomey Investment Management Inc
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Albanyadvisor Group LLC
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