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Ironvine Capital Partners LLC
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CRD # | 168892 |
SEC # | 801-108956 |
CIK # | 0001730478 |
AUM | $942.6 MM (2024-03-08) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 402-916-1702 |
Address | 9290 W Dodge Rd Ste 203 Omaha, NE 68114 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 89.2 | |
GOOG | 1,482,566.4 | 59.5 | |
AMZN | 1,092,997.8 | 54.7 | |
ADI | 77,186.0 | 51.0 | |
SPGI | 113,084.7 | 45.1 | |
TMO | 209,733.6 | 42.9 | |
V | 419,260.5 | 41.2 | |
MCO | 49,925.7 | 36.9 | |
CSGP | 23,908.2 | 34.9 | |
UNH | 477,004.0 | 32.4 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 58 | 23.7 |
(b) Individuals (high net worth individuals) | 65 | 170.4 |
(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 | 25 | 58.6 |
(h) Charitable organizations | 5 | 369.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 1 | 2.1 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 11 | 318.1 |
(n) Other | 0 | 0.0 |
Total | 452 | 942.6 |
By Discretionary | ||
Discretionary | 441 | 935.7 |
Non-Discretionary | 11 | 6.8 |
Total | 452 | 942.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 942.6 | |
Total | 452 | 942.6 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001730478] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
The Mosaic Financial Group LLC
✚
|
IL | 0.9 |
Arlington Financial Advisors LLC
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|
CA | 0.9 |
Absher Wealth Management LLC
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NC | 0.9 |
Covenant Partners LLC
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|
TN | 0.9 |
Levy Wealth Management Group LLC
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|
PA | 0.9 |
Islandbridge Capital Limited
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|
0.9 | |
The de Burlo Group Inc
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|
MA | 0.9 |
Trutina Financial LLC
✚
|
WA | 0.9 |
Clear Brook Advisors Inc
✚
|
MA | 0.9 |
Arkos Global Advisors LLC
✚
|
TX | 0.9 |