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| Inscription Capital LLC
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|---|---|
| CRD # | 291780 |
| SEC # | 801-112532 |
| CIK # | 0001767868 |
| AUM | $1.3 BB (2024-07-09) |
| Employees | 23 (65% Investors, 13% Brokers) |
| Phone | 713-673-8999 |
| Address | 2925 Richmond Avenue Houston, TX 77098 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 29.0 | |
| BAC | 278,315.2 | 22.0 | |
| MSFT | 1,918,222.4 | 21.0 | |
| EPD | 54,009.8 | 17.2 | |
| NKE | 161,751.8 | 12.8 | |
| CVX | 294,604.1 | 11.7 | |
| GOOG | 1,482,566.4 | 11.5 | |
| NVDA | 399,550.0 | 10.6 | |
| PG | 338,108.9 | 10.2 | |
| AMZN | 1,092,997.8 | 9.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 211 | 135.8 |
| (b) Individuals (high net worth individuals) | 129 | 934.8 |
| (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 | 31 | 206.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,203 | 1,276.7 |
| By Discretionary | ||
| Discretionary | 1,083 | 1,012.6 |
| Non-Discretionary | 120 | 264.1 |
| Total | 1,203 | 1,276.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 34.8 | |
| United States Persons | 1,241.9 | |
| Total | 1,203 | 1,276.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767868] |
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1.3 | |
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