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⚲
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| Jackson Creek Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 309116 |
| SEC # | 801-118808 |
| CIK # | 0001831003 |
| AUM | $235.5 MM (2023-02-15) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 720-826-4102 |
| Address | 115 Wilcox Street Castle Rock, CO 80104 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 0.0 | |
| CDNS | 41,396.9 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| RMBS | 2,387.7 | 0.0 | |
| IPG | 10,817.9 | 0.0 | |
| SKY | 2,756.1 | 0.0 | |
| BDC | 2,399.1 | 0.0 | |
| PCAR | 28,930.7 | 0.0 | |
| REGN | 65,294.8 | 0.0 | |
| ANET | 29,365.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 41 | 83.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 126.6 |
| (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 | 2 | 16.9 |
| (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 | 2 | 8.8 |
| (n) Other | 0 | 0.0 |
| Total | 131 | 235.5 |
| By Discretionary | ||
| Discretionary | 131 | 235.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 131 | 235.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.5 | |
| Total | 131 | 235.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001831003] |
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|---|---|---|
|
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|
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|
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IN | 0.2 |
|
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FL | 0.2 |
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SC | 0.2 |