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| Illumine Investment Management LLC
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| CRD # | 311661 |
| SEC # | 801-120043 |
| CIK # | 0002052970 |
| AUM | $210.8 M (2025-02-28) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 424-322-7500 |
| Address | 19225 8th Ave NE Poulsbo, WA 98370 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002052970 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Doordash Inc | 4.9 | ||
| Costco Wholesale Corp /NEW | 4.3 | ||
| Intuitive Surgical Inc | 4.1 | ||
| Interactive Brokers Group Inc | 4.0 | ||
| Berkley W R Corp | 3.8 | ||
| Intuit Inc | 3.8 | ||
| Advanced Micro Devices Inc | 3.6 | ||
| Guggenheim Strategic Opportunities Fund | 3.2 | ||
| Metropcs Communications Inc | 3.1 | ||
| Arista Networks Inc | 2.9 | ||
| Leonardo DRS Inc | 2.7 | ||
| Vertex Pharmaceuticals Inc / Ma | 2.6 | ||
| Tradeweb Markets Inc | 2.5 | ||
| United Therapeutics Corp | 2.5 | ||
| Grayscale Bitcoin Trust BTC | 2.4 | ||
| Microsoft Corp | 2.1 | ||
| Progressive Corp/Oh/ | 2.1 | ||
| Xylem Inc | 2.0 | ||
| Veeva Systems Inc | 1.9 | ||
| Synopsys Inc | 1.8 | ||
| Regeneron Pharmaceuticals Inc | 1.7 | ||
| Ametek INC/ | 1.6 | ||
| Allstate Corp | 1.6 | ||
| Smith A O Corp | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 45.0 |
| (b) Individuals (high net worth individuals) | 28 | 137.3 |
| (c) Banking or thrift institutions | 0 | 27.7 |
| (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 | 0.2 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 302 | 210.8 |
| By Discretionary | ||
| Discretionary | 302 | 210.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 302 | 210.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.8 | |
| Total | 302 | 210.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002052970] |
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