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| Happy Holidays!! thanks for using AUM13F!! |
| Hicks Capital Management LLC
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| CRD # | 158609 |
| SEC # | 801-113560 |
| CIK # | 0002062978 |
| AUM | $297.1 M (2025-03-11) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 614-944-5210 |
| Address | 4200 Regent Street, Suite 200 Columbus, OH 43219 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 4.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 82.7 |
| (b) Individuals (high net worth individuals) | 65 | 214.5 |
| (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 | 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 | 978 | 297.1 |
| By Discretionary | ||
| Discretionary | 964 | 290.2 |
| Non-Discretionary | 14 | 6.9 |
| Total | 978 | 297.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 297.1 | |
| Total | 978 | 297.1 |
| Limited Partners | 2011 - 2025 |
|---|---|
| Los Angeles Department of Water and Power Employees' Retirement Plan | |
| Oregon Public Employees Retirement Fund | |
| State Board of Administration of Florida |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002062978] |
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SC | 0.3 |
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