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⚲
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| Kades & Cheifetz LLC
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| |
|---|---|
| CRD # | 285068 |
| SEC # | 801-108325 |
| CIK # | 0001957259 |
| AUM | $407.2 MM (2024-01-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 610-834-1487 |
| Address | 1055 Westlakes Drive Berwyn, PA 19312 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001957259 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 8.2 | |
| iShares Comex Gold Trust | 5.6 | ||
| Microsoft Corp | 1,918,222.4 | 2.4 | |
| Nvidia Corp | 399,550.0 | 2.3 | |
| Graniteshares Gold Trust | 1.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 66.7 |
| (b) Individuals (high net worth individuals) | 116 | 340.5 |
| (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 | 875 | 407.2 |
| By Discretionary | ||
| Discretionary | 875 | 407.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 875 | 407.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 407.2 | |
| Total | 875 | 407.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001957259] |
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