|
⚲
|
| Keyboard |
| Guilbault Capital LLC
✚
|
|
|---|---|
| CRD # | 331160 |
| SEC # | 801-130286 |
| CIK # | 0002134737 |
| AUM | 303.8 M (2026-03-12) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 504-612-9250 |
| Address | 3850 N Causeway Blvd Metairie, LA 70002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002134737 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Union Pacific Corp | 4.3 | ||
| Blackstone Secured Lending Fund | 2.2 | ||
| Alphabet Inc | 1.8 | ||
| Amazon Com Inc | 1.6 | ||
| Coca Cola Co | 1.5 | ||
| Facebook Inc | 1.4 | ||
| Northrop Grumman Corp /DE/ | 1.3 | ||
| Medpace Holdings Inc | 1.2 | ||
| International Business Machines Corp | 1.1 | ||
| Procter & Gamble Co | 1.0 | ||
| Chevron Corp | 1.0 | ||
| McGraw-Hill Companies Inc | 1.0 | ||
| Philip Morris International Inc | 0.9 | ||
| Apple Inc | 0.8 | ||
| Microsoft Corp | 0.8 | ||
| SPDR Gold Trust | 0.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 9.2 |
| (b) Individuals (high net worth individuals) | 108 | 287.4 |
| (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 | 7.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 654 | 303.8 |
| By Discretionary | ||
| Discretionary | 273 | 168.8 |
| Non-Discretionary | 381 | 135.0 |
| Total | 654 | 303.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 303.8 | |
| Total | 654 | 303.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002134737] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Nautilus Advisors LLC
✚
|
CA | 304.3 M |
|
Vestment Financial LLC
✚
|
MN | 304.3 M |
|
Oakwood Capital Inc
✚
|
MN | 304.2 M |
|
Wise Wealth LLC
✚
|
MO | 304.2 M |
|
Thryve Wealth Management LLC
✚
|
CA | 304.0 M |
|
Signature Resources Capital Management LLC
✚
|
CA | 303.9 M |
|
GBC Investment Group LLC
✚
|
303.9 M | |
|
Ceera Investments LLC
✚
|
303.7 M | |
|
Integrated Financial Solutions Inc
✚
|
VA | 303.3 M |
|
Beckerman Institutional LLC
✚
|
NJ | 303.3 M |