|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Kearns & Associates LLC
✚
|
|
|---|---|
| CRD # | 157449 |
| SEC # | 801-73342 |
| CIK # | 0001908695 |
| AUM | $1.1 B (2025-03-12) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 310-378-4023 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.3 | ||
| Royalty Pharma PLC | 2.5 | ||
| Microsoft Corp | 2.1 | ||
| VISA Inc | 1.1 | ||
| Amazon Com Inc | 1.0 | ||
| Bank of America Corp /DE/ | 0.9 | ||
| American Express Co | 0.9 | ||
| Alphabet Inc | 0.9 | ||
| Alphabet Inc | 0.8 | ||
| Schwab Charles Corp | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 43 | 740.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 393.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 53 | 1,133.8 |
| By Discretionary | ||
| Discretionary | 45 | 606.7 |
| Non-Discretionary | 8 | 527.1 |
| Total | 53 | 1,133.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,133.8 | |
| Total | 53 | 1,133.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908695] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shepherd Financial Partners LLC
✚
|
MA | 1.1 |
|
Prudent Management Associates
✚
|
PA | 1.1 |
|
Quadcap Wealth Management LLC
✚
|
TX | 1.1 |
|
Estate Counselors LLC
✚
|
WI | 1.1 |
|
Dean Capital Management LLC
✚
|
KS | 1.1 |
|
Valley National Advisers Inc
✚
|
PA | 1.1 |
|
Werba Rubin Papier Wealth Management LLC
✚
|
CA | 1.1 |
|
Moment Partners LLC
✚
|
CA | 1.1 |
|
SC&H Financial Advisors Inc
✚
|
MD | 1.1 |
|
Security Financial Services Inc
✚
|
IN | 1.1 |