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| Guild Investment Management Inc
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|---|---|
| CRD # | 108390 |
| SEC # | 801-56863 |
| CIK # | 0001317802, 0001567909 |
| AUM | $121.8 MM (2023-03-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 310-826-8600 |
| Address | 12400 Wilshire Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PHYS | 7.0 | ||
| AAPL | 2,382,844.0 | 4.0 | |
| ALB | 26,138.4 | 2.3 | |
| CEF | 2.0 | ||
| GOOG | 1,482,566.4 | 1.7 | |
| QCOM | 147,392.0 | 1.7 | |
| MSFT | 1,918,222.4 | 1.6 | |
| CG | 11,903.1 | 1.5 | |
| OGN | 8,824.0 | 1.4 | |
| HMC | 42,388.7 | 1.4 | |
| 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) | 39 | 7.4 |
| (b) Individuals (high net worth individuals) | 69 | 110.3 |
| (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 | 9 | 3.7 |
| (h) Charitable organizations | 1 | 0.4 |
| (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 | 187 | 121.8 |
| By Discretionary | ||
| Discretionary | 187 | 121.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 187 | 121.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 119.7 | |
| Total | 187 | 121.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001317802] | |
| 13F-HR | [0001567909] |
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|---|---|---|
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