Howard Capital Management Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Howard Capital Management Group LLC
CRD #310510
SEC #801-119502
CIK #0001078658, 0001860501, 0001733173
AUM $1.7 BB (2023-03-21)
Employees 16 (44% Investors, 0% Brokers)
Phone310-473-9100
Address11601 Wilshire Blvd
Los Angeles, CA 90025-1766
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
3.02.41.81.20.60.02010201420192024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 3.3
AVGO 201,282.9 2.6
KLAC 49,261.0 2.4
AMGN 130,083.0 2.4
NVDA 399,550.0 1.7
GOOGL 1,475,138.5 1.7
PEP 226,773.9 1.6
LLY 301,789.7 1.6
AMZN 1,092,997.8 1.5
AZO 41,417.6 1.5
View All
Holdings by Sector ($MM)
110088066044022002011201520192024
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 144 0.1
(b) Individuals (high net worth individuals) 221 1.5
(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 13 0.0
(h) Charitable organizations 0 0.1
(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 5 0.1
(n) Other 0 0.0
Total 1,375 1.7
By Discretionary
Discretionary 1,375 1.7
Non-Discretionary 0 0.0
Total 1,375 1.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.7
Total 1,375 1.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001078658]
13F-HR [0001733173]
13F-HR [0001860501]
Comparable Firms State AUM ($BB)
CornerStone Investment Partners LLC
GA 1.7
Unigestion UK Ltd
1.7
Silvant Capital Management LLC
GA 1.7
Heartland Advisors Inc
WI 1.7
Parsons Capital Management Inc
RI 1.7
Mountain Pacific Investment Advisers LLC
ID 1.7
Truwealth Advisors LLC
LA 1.7
St Denis J Villere & Co LLC
LA 1.7
Spears Abacus Advisors LLC
NY 1.7
Strategic Financial Services Inc
NY 1.7
Terms | Privacy | Guide
tony@aum13f.com