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| January Capital Advisors LLC
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|---|---|
| CRD # | 177514 |
| SEC # | 801-111841 |
| CIK # | 0001855967 |
| AUM | $193.2 M (2026-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 415-494-2790 |
| Address | 333 Bush Street San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 4.3 | ||
| World Currency Gold Trust | 3.8 | ||
| Amgen Inc | 2.3 | ||
| iShares Comex Gold Trust | 2.2 | ||
| Waste Management Inc | 1.4 | ||
| Chevron Corp | 1.2 | ||
| Microsoft Corp | 0.7 | ||
| Sandisk Corp | 0.6 | ||
| Alphabet Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 48.9 |
| (b) Individuals (high net worth individuals) | 45 | 116.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 11.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 16.5 |
| (n) Other | 0 | 0.0 |
| Total | 470 | 193.2 |
| By Discretionary | ||
| Discretionary | 463 | 175.9 |
| Non-Discretionary | 7 | 17.3 |
| Total | 470 | 193.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.4 | |
| United States Persons | 186.8 | |
| Total | 470 | 193.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001855967] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
One Wealth Management Investment and Advisory Services LLC
✚
|
FL | 0.2 |
|
Pine Haven Investment Counsel Inc
✚
|
0.2 | |
|
Stonecreek Private Wealth LLC
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|
0.2 | |
|
Retirement Plan Fiduciaries LLC
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|
0.2 | |
|
Kastel Capital Advisors LLC
✚
|
MA | 0.2 |
|
Hinchley Advisory Group LLC
✚
|
CO | 0.2 |
|
Willner & Heller LLC
✚
|
CA | 0.2 |
|
Cape Ann Capital Inc
✚
|
MA | 0.2 |
|
Wickham Financial Group Inc
✚
|
GA | 0.2 |
|
Baybridge Capital Group LLC
✚
|
CA | 0.2 |