|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Hunter Perkins Capital Management LLC
✚
|
|
|---|---|
| CRD # | 309050 |
| SEC # | 801-118729 |
| CIK # | 0001808919 |
| AUM | $1.0 B (2025-03-28) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 312-341-9727 |
| Address | 377 E Butterfield Road Lombard, IL 60148 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Panacea Acquisition Corp | 0.0 | ||
| ATAI Life Sciences NV | 0.0 | ||
| Laboratory Corp of America Holdings | 0.0 | ||
| Caseys General Stores Inc | 0.0 | ||
| Equity Lifestyle Properties Inc | 0.0 | ||
| Fiserv Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Analog Devices Inc | 0.0 | ||
| Ace Ltd | 0.0 | ||
| Prosperity Bancshares Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Hunter Diversified Fund LLC | 2021-03-30 | 16.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 458 | 769.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 80.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 158.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 12.5 |
| (n) Other | 0 | 0.0 |
| Total | 470 | 1,020.8 |
| By Discretionary | ||
| Discretionary | 170 | 740.6 |
| Non-Discretionary | 300 | 280.2 |
| Total | 470 | 1,020.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,020.8 | |
| Total | 470 | 1,020.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001808919] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Monogram Capital Management LP
✚
|
CA | 1.1 |
|
Trinity Alps Capital Partners LP
✚
|
CA | 1.1 |
|
Oakridge Management Group LLC
✚
|
CT | 1.1 |
|
Cypress Point Wealth Management LLC
✚
|
TX | 1.1 |
|
Pharos Capital Group LLC
✚
|
TN | 1.1 |
|
Shade Tree Advisors LLC
✚
|
NY | 1.0 |
|
Berkeley Capital Partners LLC
✚
|
GA | 1.0 |
|
Allocate Management Company LLC
✚
|
CA | 0.9 |
|
Freedom 3 Capital LLC
✚
|
NY | 0.9 |
|
FI3 Financial Advisors LLC
✚
|
IN | 0.9 |