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| Happy Holidays!! thanks for using AUM13F!! |
| January Capital Advisors LLC
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|---|---|
| CRD # | 177514 |
| SEC # | 801-111841 |
| CIK # | 0001855967 |
| AUM | $186.2 M (2025-03-13) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 415-494-2790 |
| Address | 333 Bush Street San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| World Currency Gold Trust | 11.2 | |
| Chevron Corp | 4.4 | |
| Apple Inc | 2.5 | |
| iShares Comex Gold Trust | 1.5 | |
| Amgen Inc | 1.5 | |
| Waste Management Inc | 0.9 | |
| Microsoft Corp | 0.8 | |
| Stryker Corp | 0.5 | |
| PepsiCo Inc | 0.4 | |
| SPDR Gold Trust | 0.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 45.4 |
| (b) Individuals (high net worth individuals) | 50 | 117.1 |
| (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 | 4 | 10.4 |
| (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 | 13.3 |
| (n) Other | 0 | 0.0 |
| Total | 550 | 186.2 |
| By Discretionary | ||
| Discretionary | 548 | 176.1 |
| Non-Discretionary | 2 | 10.1 |
| Total | 550 | 186.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.7 | |
| United States Persons | 180.5 | |
| Total | 550 | 186.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001855967] |
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|---|---|---|
|
Brightpath Wealth Planning LLC
✚
|
CA | 0.2 |
|
XO Capital LLC
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|
0.2 | |
|
Dominguez Wealth Management Solutions Inc
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|
VA | 0.2 |
|
Pursuit Wealth Managment LLC
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FL | 0.2 |
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Bersot Capital Management LLC
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CA | 0.2 |
|
Bankplus Wealth Management LLC
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|
MS | 0.2 |
|
DMC Group LLC
✚
|
AL | 0.2 |
|
Centricity Wealth Management LLC
✚
|
OH | 0.2 |
|
Brentview Investment Management LLC
✚
|
IL | 0.2 |
|
Runde & Co LLC
✚
|
WA | 0.2 |