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| JVL Associates LLC
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|---|---|
| CRD # | 124018 |
| SEC # | 801-61660 |
| CIK # | 0001915765 |
| AUM | 784.4 M (2026-04-28) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 616-261-2800 |
| Address | 1657 Gezon Parkway SW Suite C Wyoming, MI 49519 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.0 | ||
| Alphabet Inc | 5.3 | ||
| Mercantile Bank Corp | 3.9 | ||
| Alphabet Inc | 3.6 | ||
| Nvidia Corp | 3.2 | ||
| Microsoft Corp | 1.8 | ||
| Amazon Com Inc | 1.5 | ||
| Alibaba Group Holding Ltd | 1.2 | ||
| Broadcom Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 32.9 |
| (b) Individuals (high net worth individuals) | 109 | 746.4 |
| (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 | 5.1 |
| (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 | 974 | 784.4 |
| By Discretionary | ||
| Discretionary | 957 | 757.8 |
| Non-Discretionary | 17 | 26.6 |
| Total | 974 | 784.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 784.4 | |
| Total | 974 | 784.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001915765] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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|
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✚
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