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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Independent Family Office LLC
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| CRD # | 144811 |
| SEC # | 801-74757 |
| CIK # | 0001756485 |
| AUM | $617.8 M (2025-03-31) |
| Employees | 18 (17% Investors, 0% Brokers) |
| Phone | 518-452-8050 |
| Address | 677 Broadway Albany, NY 12207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 25.0 | ||
| Parametric Technology Corp | 21.2 | ||
| Toast Inc | 12.0 | ||
| SPDR Gold Trust | 9.5 | ||
| Microsoft Corp | 2.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.0 | ||
| Sherwin Williams Co | 1.9 | ||
| Scotts Miracle-Gro Co | 1.9 | ||
| MicroStrategy Inc | 1.7 | ||
| Apple Inc | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| 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) | 34 | 617.8 |
| (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 | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 206 | 617.8 |
| By Discretionary | ||
| Discretionary | 206 | 617.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 206 | 617.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 617.8 | |
| Total | 206 | 617.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001756485] |
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