Joslin Capital Advisors LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Joslin Capital Advisors LLC ✚
CRD #	288285
SEC #	801-110760
CIK #
AUM
Employees	6 (50% Investors, 0% Brokers)
Phone	425-688-0555
Address	11431 Willows Road Redmond, WA 98052
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	94	48.0
(b) Individuals (high net worth individuals)	108	381.9
(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	1	1.1
(h) Charitable organizations	2	18.6
(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	4	0.9
(n) Other	0	0.0
Total	600	450.3
By Discretionary
Discretionary	509	372.7
Non-Discretionary	91	77.6
Total	600	450.3
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		450.3
Total	600	450.3

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