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| Happy Holidays!! thanks for using AUM13F!! |
| Kaizen Financial Strategies LLC
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| CRD # | 298248 |
| SEC # | 801-114234 |
| CIK # | 0001842013, 0001085146 |
| AUM | $234.4 M (2025-03-24) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 408-819-9010 |
| Address | 2105 South Bascom Ave Campbell, CA 95008 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001842013 0001085146 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.7 | ||
| Nvidia Corp | 9.2 | ||
| Amazon Com Inc | 4.7 | ||
| Blackstone Group LP | 4.5 | ||
| Alphabet Inc | 4.2 | ||
| Microsoft Corp | 3.9 | ||
| Tesla Motors Inc | 2.7 | ||
| Alphabet Inc | 2.3 | ||
| Salesforce Com Inc | 1.7 | ||
| Lilly Eli & Co | 1.6 | ||
| Facebook Inc | 1.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 238 | 122.2 |
| (b) Individuals (high net worth individuals) | 44 | 102.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 3 | 2.9 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.3 |
| (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 | 715 | 234.4 |
| By Discretionary | ||
| Discretionary | 692 | 232.7 |
| Non-Discretionary | 23 | 1.8 |
| Total | 715 | 234.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.6 | |
| United States Persons | 225.8 | |
| Total | 715 | 234.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001085146] | |
| 13F-HR | [0001842013] |
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