Huntington Steele LLC
- Assets, Funds, Holdings
| Huntington Steele LLC
|
| CRD # | 126615 |
| SEC # | 801-62040 |
| CIK # | 0001552426 |
| AUM |
|
| Employees |
5 (40% Investors, 0% Brokers)
|
| Phone | 610-676-1000 |
| Address | One Freedom Valley Drive
Oaks, PA 19456 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($B) |
|
|
| 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) |
150
|
617.2 |
| (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 |
1 |
111.5 |
| (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 |
15 |
36.6 |
| (n) Other |
0 |
0.0 |
| Total |
188 |
765.3 |
| By Discretionary |
| Discretionary |
166 |
647.1 |
| Non-Discretionary |
22 |
118.2 |
| Total |
188 |
765.3 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
765.3 |
| Total |
188 |
765.3 |
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False
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