|
⚲
|
| KCM Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 109629 |
| SEC # | 801-55395 |
| CIK # | 0001109228 |
| AUM | $5.9 B (2025-03-28) |
| Employees | 20 (45% Investors, 0% Brokers) |
| Phone | 415-461-7788 |
| Address | 300 Drakes Landing Road Greenbrae, CA 94904 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| Automatic Data Processing Inc | 0.1 | ||
| Home Depot Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Cedar Ridge Investors Fund I LP | 2012-03-30 | 14.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 417 | 0.2 |
| (b) Individuals (high net worth individuals) | 1,155 | 5.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 51 | 0.1 |
| (h) Charitable organizations | 38 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,579 | 5.9 |
| By Discretionary | ||
| Discretionary | 3,579 | 5.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,579 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.8 | |
| Total | 3,579 | 5.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001109228] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pictet North America Advisors Sa
✚
|
4.7 | |
|
Taurus Asset Management LLC
✚
|
NY | 1.4 |
|
Bourgeon Capital Management LLC
✚
|
CT | 0.9 |
|
Freedom Day Solutions LLC
✚
|
TX | 0.6 |
|
Aston Capital Management
✚
|
FL | 0.6 |
|
Friedlander & Co Inc
✚
|
WI | 0.5 |
|
Duration Asset Management LLC
✚
|
TX | 0.5 |
|
Salem Partners Wealth Management LLC
✚
|
CA | 0.4 |
|
Westport Asset Management Inc
✚
|
CT | 0.4 |
|
Sam Advisors LLC
✚
|
CA | 0.4 |