|
⚲
|
| Keyboard |
| Illumine Investment Management LLC
✚
|
|
|---|---|
| CRD # | 311661 |
| SEC # | 801-120043 |
| CIK # | 0002052970 |
| AUM | 215.2 M (2026-02-18) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 424-322-7500 |
| Address | 19225 8th Ave NE Poulsbo, WA 98370 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Therapeutics Corp | 4.6 | ||
| Costco Wholesale Corp /NEW | 4.3 | ||
| Advanced Micro Devices Inc | 3.7 | ||
| Interactive Brokers Group Inc | 3.6 | ||
| Intuitive Surgical Inc | 3.4 | ||
| Berkley W R Corp | 3.3 | ||
| Arista Networks Inc | 3.2 | ||
| Metropcs Communications Inc | 2.8 | ||
| Vertex Pharmaceuticals Inc / Ma | 2.6 | ||
| Doordash Inc | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 42.3 |
| (b) Individuals (high net worth individuals) | 29 | 148.4 |
| (c) Banking or thrift institutions | 0 | 22.9 |
| (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 | 0.4 |
| (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 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 315 | 215.2 |
| By Discretionary | ||
| Discretionary | 315 | 215.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 315 | 215.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.2 | |
| Total | 315 | 215.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002052970] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Roundangle Advisors LLC
✚
|
NJ | 215.5 M |
|
Kennedy Wealth & Tax Management LLC
✚
|
CT | 215.5 M |
|
Levin Funding Group LLC
✚
|
AZ | 215.4 M |
|
Values First Advisors Inc
✚
|
TN | 215.4 M |
|
Garton and Associates Financial Advisors LLC
✚
|
KY | 215.4 M |
|
Dishmi Capital LLC
✚
|
CA | 215.1 M |
|
Consilium LLC
✚
|
CO | 215.0 M |
|
Florian Financial Group LLC
✚
|
NY | 215.0 M |
|
Broadway Advisor Group
✚
|
NY | 214.9 M |
|
Kinwell LLC
✚
|
SC | 214.7 M |