|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Karani Asset Management LLC
✚
|
|
|---|---|
| CRD # | 297922 |
| SEC # | 801-113904 |
| CIK # | 0001792430 |
| AUM | $130.3 M (2025-02-25) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 646-593-7450 |
| Address | 250 West 55th Street New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.7 | ||
| Mastercard Inc | 6.3 | ||
| Microsoft Corp | 6.3 | ||
| American Express Co | 5.8 | ||
| Alphabet Inc | 5.6 | ||
| KKR & Co LP | 5.6 | ||
| RLI Corp | 5.2 | ||
| ASML Holding NV | 5.0 | ||
| Apple Inc | 4.9 | ||
| Deere & Co | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 2.3 |
| (b) Individuals (high net worth individuals) | 20 | 43.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 64.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 13.9 |
| (n) Other | 1 | 6.3 |
| Total | 39 | 130.3 |
| By Discretionary | ||
| Discretionary | 39 | 130.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 39 | 130.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.3 | |
| Total | 39 | 130.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001792430] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Indfin LLC
✚
|
0.1 | |
|
Polaris Financial Planning LLC
✚
|
0.1 | |
|
Veritas Independent Partners LLC
✚
|
AR | 0.1 |
|
Retirable Inc
✚
|
NY | 0.1 |
|
Integrity RIA LLC
✚
|
LA | 0.1 |
|
Jack V Butterfield Investment Company
✚
|
MI | 0.1 |
|
Lewinter Wealth Advisors LLC
✚
|
0.1 | |
|
Medicus Wealth Planning Inc
✚
|
UT | 0.1 |
|
Monson Wealth Management Inc
✚
|
WA | 0.1 |
|
Concord Atlantic Inc
✚
|
0.1 |