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| Kaizen Financial Strategies LLC
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| |
|---|---|
| CRD # | 298248 |
| SEC # | 801-114234 |
| CIK # | 0001085146, 0001842013 |
| AUM | $182.7 MM (2024-05-07) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 408-819-9010 |
| Address | 2105 South Bascom Ave Campbell, CA 95008 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 14.6 | |
| NVDA | 399,550.0 | 6.5 | |
| BX | 69,051.8 | 4.6 | |
| TSLA | 723,390.3 | 3.6 | |
| MSFT | 1,918,222.4 | 3.1 | |
| GOOG | 1,482,566.4 | 3.0 | |
| AMZN | 1,092,997.8 | 2.9 | |
| GOOGL | 1,475,138.5 | 2.6 | |
| CRM | 170,602.7 | 1.9 | |
| ADBE | 172,760.2 | 1.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 218 | 92.5 |
| (b) Individuals (high net worth individuals) | 47 | 84.6 |
| (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 | 5.5 |
| (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 | 651 | 182.7 |
| By Discretionary | ||
| Discretionary | 636 | 181.2 |
| Non-Discretionary | 15 | 1.4 |
| Total | 651 | 182.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.2 | |
| United States Persons | 174.5 | |
| Total | 651 | 182.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001085146] | |
| 13F-HR | [0001842013] |
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