|
⚲
|
| Keyboard |
| Josh Arnold Investment Consultant LLC
✚
|
|
|---|---|
| CRD # | 163088 |
| SEC # | 801-120651 |
| CIK # | 0001911348 |
| AUM | 142.1 M (2026-03-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 952-925-5608 |
| Address | 6800 France Avenue South, Edina, MN 55435 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 79.0 | ||
| Amazon Com Inc | 18.3 | ||
| DFP Healthcare Acquisitions Corp | 7.6 | ||
| TKO Group Holdings Inc | 3.2 | ||
| Palantir Technologies Inc | 3.1 | ||
| Live Nation Entertainment Inc | 1.9 | ||
| Akamai Technologies Inc | 1.4 | ||
| Applied Materials Inc /DE | 0.5 | ||
| Kratos Defense & Security Solutions Inc | 0.4 | ||
| C H Robinson Worldwide Inc | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 204 | 50.6 |
| (b) Individuals (high net worth individuals) | 52 | 91.5 |
| (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 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 401 | 142.1 |
| By Discretionary | ||
| Discretionary | 401 | 142.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 401 | 142.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.1 | |
| Total | 401 | 142.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911348] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kopion Asset Management LLC
✚
|
TX | 142.6 M |
|
Personalized Financial Solutions LLC
✚
|
FL | 142.6 M |
|
Stephen J Garry & Associates LLC
✚
|
NY | 142.6 M |
|
Rittmann Capital Management Co
✚
|
CA | 142.4 M |
|
Strategy Inc
✚
|
TX | 142.4 M |
|
LTG Capital LLC
✚
|
MA | 142.2 M |
|
Syndicated Capital Inc
✚
|
CA | 142.0 M |
|
Veritas Independent Partners LLC
✚
|
AR | 142.0 M |
|
Pulliam Family Office LLC
✚
|
CO | 141.7 M |
|
Pivot Point Advisors LLC
✚
|
TX | 141.7 M |