|
⚲
|
| Ironvine Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 168892 |
| SEC # | 801-108956 |
| CIK # | 0001730478 |
| AUM | $827.5 MM (2023-03-16) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 402-916-1702 |
| Address | 9290 W Dodge Rd Ste 203 Omaha, NE 68114 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 65.8 | |
| TMO | 209,733.6 | 46.3 | |
| ADI | 77,186.0 | 44.5 | |
| GOOG | 1,482,566.4 | 39.7 | |
| V | 419,260.5 | 38.7 | |
| SPGI | 113,084.7 | 36.9 | |
| AON | 56,421.9 | 36.6 | |
| DLTR | 34,485.1 | 33.9 | |
| CSGP | 23,908.2 | 32.8 | |
| CTLT | 19,200.9 | 31.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 14.3 |
| (b) Individuals (high net worth individuals) | 62 | 136.7 |
| (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 | 27 | 48.6 |
| (h) Charitable organizations | 5 | 333.3 |
| (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 | 9 | 294.4 |
| (n) Other | 0 | 0.0 |
| Total | 376 | 827.5 |
| By Discretionary | ||
| Discretionary | 376 | 827.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 376 | 827.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 827.5 | |
| Total | 376 | 827.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730478] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The de Burlo Group Inc
✚
|
MA | 0.8 |
|
Headinvest LLC
✚
|
ME | 0.8 |
|
Northern Trust Securities Inc
✚
|
IL | 0.8 |
|
Halpern Financial Inc
✚
|
VA | 0.8 |
|
Associated Investment Services Inc
✚
|
WI | 0.8 |
|
Adams Asset Advisors LLC
✚
|
TX | 0.8 |
|
Talon Private Wealth LLC
✚
|
FL | 0.8 |
|
Hutchinson Capital Management
✚
|
CA | 0.8 |
|
Private Portfolio Partners LLC
✚
|
NJ | 0.8 |
|
Minneapolis Portfolio Management Group LLC
✚
|
MN | 0.8 |