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| Guild Investment Management Inc
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| |
|---|---|
| CRD # | 108390 |
| SEC # | 801-56863 |
| CIK # | 0001317802, 0001567909 |
| AUM | $126.6 MM (2024-03-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 310-826-8600 |
| Address | 12400 Wilshire Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 8.1 | |
| PHYS | 7.0 | ||
| GBTC | 3.6 | ||
| NVO | 245,328.6 | 3.5 | |
| AAPL | 2,382,844.0 | 3.4 | |
| LLY | 301,789.7 | 3.2 | |
| OUNZ | 3.0 | ||
| GOOG | 1,482,566.4 | 2.9 | |
| QCOM | 147,392.0 | 2.8 | |
| MSFT | 1,918,222.4 | 2.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Meteoric LP | [2012-03-29] | 4.0 | |
| HF | Rosebury LP | [2012-03-29] | 2.7 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 10.0 |
| (b) Individuals (high net worth individuals) | 50 | 112.5 |
| (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 | 3.6 |
| (h) Charitable organizations | 1 | 0.5 |
| (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 | 188 | 126.6 |
| By Discretionary | ||
| Discretionary | 188 | 126.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 188 | 126.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 123.0 | |
| Total | 188 | 126.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001317802] | |
| 13F-HR | [0001567909] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
5T Wealth LLC
✚
|
CA | 0.2 |
|
BTS Asset Management Inc
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|
MA | 0.2 |
|
New Age Alpha Advisors LLC
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NY | 0.2 |
|
SkyOak Capital Inc
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NV | 0.2 |
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Sharpepoint LLC
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AZ | 0.1 |
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Marin Capital Management LLC
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CA | 0.1 |
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Everstar Asset Management LLC
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NC | 0.1 |
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Saber Capital Management LLC
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NC | 0.1 |
|
Carmika Partners LLP
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0.1 | |
|
Abernathy Group II LLC
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NY | 0.1 |