|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Kane Investment Management Inc
✚
|
|
|---|---|
| CRD # | 127337 |
| SEC # | 801-121604 |
| CIK # | 0002056671 |
| AUM | $220.6 M (2025-03-28) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 408-358-5263 |
| Address | 15466 Los Gatos Blvd Los Gatos, CA 95032 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 64.0 | ||
| Apple Inc | 8.3 | ||
| Microsoft Corp | 6.1 | ||
| Cintas Corp | 5.3 | ||
| Amazon Com Inc | 4.3 | ||
| Lilly Eli & Co | 2.9 | ||
| Broadcom Inc | 2.9 | ||
| Facebook Inc | 2.8 | ||
| Mastercard Inc | 2.5 | ||
| Costco Wholesale Corp /NEW | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 121.0 |
| (b) Individuals (high net worth individuals) | 27 | 99.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 459 | 220.6 |
| By Discretionary | ||
| Discretionary | 459 | 220.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 459 | 220.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.0 | |
| United States Persons | 204.6 | |
| Total | 459 | 220.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056671] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Birch Financial Group LLC
✚
|
NH | 0.2 |
|
Rightwealth Advisors LLC
✚
|
OH | 0.2 |
|
Pillar Wealth Management LLC
✚
|
0.2 | |
|
Robbins Financial Advisory Service Inc
✚
|
PA | 0.2 |
|
Ouellette Wealth Advisory LLC
✚
|
MA | 0.2 |
|
Blue Spark Capital Advisors LLC
✚
|
NY | 0.2 |
|
Alcosta Capital Management Inc
✚
|
CA | 0.2 |
|
Daniel Investment Associates LLC
✚
|
CA | 0.2 |
|
Financial Institution Services LLC
✚
|
0.2 | |
|
Kane Company Wealth Management Inc
✚
|
IA | 0.2 |