January Capital Advisors LLC

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Assets, Funds, Holdings

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January Capital Advisors LLC
CRD #177514
SEC #801-111841
CIK #0001855967
AUM 193.2 M (2026-03-31)
Employees 4 (50% Investors, 0% Brokers)
Fees
Minimum
Phone415-494-2790
Address333 Bush Street
San Francisco, CA 94104
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
2502001501005002010201520212027
Sector Form 13F Holdings Value ($M)
Alphabet Inc 4.3
World Currency Gold Trust 3.8
Amgen Inc 2.3
iShares Comex Gold Trust 2.2
Waste Management Inc 1.4
Chevron Corp 1.2
Microsoft Corp 0.7
Sandisk Corp 0.6
Alphabet Inc 0.6
 
 
Holdings by Sector ($M)
13010478522602020202220242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 135 48.9
(b) Individuals (high net worth individuals) 45 116.2
(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 11.6
(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 6 16.5
(n) Other 0 0.0
Total 470 193.2
By Discretionary
Discretionary 463 175.9
Non-Discretionary 7 17.3
Total 470 193.2
By Non-United States Persons
Non-United States Persons 6.4
United States Persons 186.8
Total 470 193.2
EDGAR Form CIK 2011 - 2026
13F-HR [0001855967]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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