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| Harmony Asset Management LLC
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| CRD # | 116069 |
| SEC # | 801-118731 |
| CIK # | 0002002815 |
| AUM | 462.5 M (2026-03-23) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 480-314-5967 |
| Address | 16220 N Scottsdale Road Scottsdale, AZ 85254 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002002815 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 21.3 | ||
| Apple Inc | 19.9 | ||
| CBOE Holdings Inc | 18.0 | ||
| Alphabet Inc | 17.6 | ||
| Amazon Com Inc | 13.0 | ||
| Lilly Eli & Co | 11.6 | ||
| Microsoft Corp | 10.3 | ||
| Palo Alto Networks Inc | 7.5 | ||
| Visa Inc | 7.1 | ||
| United Technologies Corp /DE/ | 6.1 | ||
| Micron Technology Inc | 6.0 | ||
| AbbVie Inc | 5.8 | ||
| International Business Machines Corp | 5.3 | ||
| CME Group Inc | 4.2 | ||
| Generac Holdings Inc | 4.0 | ||
| Dover Corp | 3.9 | ||
| GS Acquisition Holdings Corp | 3.7 | ||
| Arista Networks Inc | 3.6 | ||
| Applied Materials Inc /DE | 3.5 | ||
| J P Morgan Chase & Co | 3.4 | ||
| CrowdStrike Holdings Inc | 3.2 | ||
| Home Depot Inc | 3.2 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | SPIF LLC | 2022-03-01 | 1.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 53.9 |
| (b) Individuals (high net worth individuals) | 133 | 314.9 |
| (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 | 2 | 77.6 |
| (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 | 7 | 16.2 |
| (n) Other | 0 | 0.0 |
| Total | 602 | 462.5 |
| By Discretionary | ||
| Discretionary | 523 | 416.6 |
| Non-Discretionary | 79 | 45.9 |
| Total | 602 | 462.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 460.3 | |
| Total | 602 | 462.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002002815] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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