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| Happy Holidays!! thanks for using AUM13F!! |
| JVL Associates LLC
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| CRD # | 124018 |
| SEC # | 801-61660 |
| CIK # | 0001915765 |
| AUM | $672.5 M (2025-03-25) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 616-261-2800 |
| Address | 1657 Gezon Parkway SW Suite C Wyoming, MI 49519 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001915765 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.3 | ||
| Mercantile Bank Corp | 2.9 | ||
| Alphabet Inc | 2.8 | ||
| Nvidia Corp | 2.4 | ||
| Microsoft Corp | 2.1 | ||
| Alphabet Inc | 1.9 | ||
| Alibaba Group Holding Ltd | 1.4 | ||
| Amazon Com Inc | 1.2 | ||
| Accenture PLC | 1.2 | ||
| iShares Bitcoin Trust | 1.1 | ||
| Cintas Corp | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 54.6 |
| (b) Individuals (high net worth individuals) | 89 | 617.9 |
| (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 | 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 | 876 | 672.5 |
| By Discretionary | ||
| Discretionary | 862 | 651.2 |
| Non-Discretionary | 14 | 21.3 |
| Total | 876 | 672.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 672.5 | |
| Total | 876 | 672.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001915765] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KFA Private Wealth Group LLC
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|
VA | 0.7 |
|
Transatlantique Private Wealth LLC
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NY | 0.7 |
|
Silver Heights Capital Management Inc
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0.7 | |
|
Heritage Capital Advisors LLC
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0.7 | |
|
Sterling Financial Planning Inc
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NJ | 0.7 |
|
ALTI Wealth Management US International Inc
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FL | 0.7 |
|
Newman Dignan & Sheerar Inc
✚
|
RI | 0.7 |
|
Grant Street Asset Management Inc
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|
PA | 0.7 |
|
Cambient Family Office LLC
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|
MI | 0.7 |
|
DMKC Advisory Services LLC
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|
IA | 0.7 |