|
⚲
|
| Guinness Atkinson Asset Management Inc
✚
| |
|---|---|
| CRD # | 124465 |
| SEC # | 801-61667 |
| CIK # | 0001409765 |
| AUM | $341.6 MM (2024-07-26) |
| Employees | 24 (71% Investors, 0% Brokers) |
| Phone | 626-628-2787 |
| Address | 251 South Lake Ave, Suite 800 Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TSM | 437,370.3 | 10.2 | |
| APH | 38,646.8 | 10.0 | |
| AMAT | 82,662.4 | 9.9 | |
| MSFT | 1,918,222.4 | 9.8 | |
| KLAC | 49,261.0 | 9.7 | |
| LRCX | 60,793.2 | 8.9 | |
| NVDA | 399,550.0 | 8.6 | |
| META | 434,852.0 | 8.1 | |
| INTU | 108,963.5 | 7.6 | |
| GOOGL | 1,475,138.5 | 7.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 341.6 |
| (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 | 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 | 11 | 341.6 |
| By Discretionary | ||
| Discretionary | 11 | 341.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 341.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 341.6 | |
| Total | 11 | 341.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001409765] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
KA Credit Advisors II LLC
✚
|
TX | 0.4 |
|
Architect Capital Corp
✚
|
CA | 0.4 |
|
Elite Capital Management Group LLC
✚
|
CT | 0.3 |
|
Impulsora del Fondo Mexico SC
✚
|
0.3 | |
|
Regents Park Funds LLC
✚
|
CA | 0.3 |
|
Social Leverage Advisors LLC
✚
|
AZ | 0.3 |
|
AC Funds LLC
✚
|
NJ | 0.3 |
|
Priderock Fund Management Partners LLC
✚
|
FL | 0.3 |
|
Tacora Capital Management LP
✚
|
TX | 0.3 |
|
Friends & Family Capital Management LLC
✚
|
CA | 0.3 |