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| Happy Holidays!! thanks for using AUM13F!! |
| Kessler Investment Group LLC
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| CRD # | 153696 |
| SEC # | 801-71393 |
| CIK # | 0001525947 |
| AUM | $300.4 M (2025-03-31) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 812-314-0083 |
| Address | 50 Washington Street Columbus, IN 47201 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 14.3 | ||
| CrowdStrike Holdings Inc | 13.7 | ||
| Robinhood Markets Inc | 11.5 | ||
| Alphabet Inc | 11.3 | ||
| Denali Holding Inc | 10.6 | ||
| Uber Technologies Inc | 9.8 | ||
| Nvidia Corp | 8.6 | ||
| Amazon Com Inc | 8.4 | ||
| Alcoa Inc | 8.4 | ||
| Arista Networks Inc | 7.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 483 | 42.0 |
| (b) Individuals (high net worth individuals) | 71 | 215.1 |
| (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 | 0.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 30.4 |
| (k) Insurance companies | 0 | 11.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,140 | 300.4 |
| By Discretionary | ||
| Discretionary | 1,061 | 293.9 |
| Non-Discretionary | 79 | 6.5 |
| Total | 1,140 | 300.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.4 | |
| Total | 1,140 | 300.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001525947] |
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