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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) |
|---|
| CIK | Period |
|---|---|
| 0001525947 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 14.3 | ||
| CrowdStrike Holdings Inc | 13.7 | ||
| Robinhood Markets Inc | 11.5 | ||
| Alphabet Inc | 11.3 | ||
| Denali Holding Inc | 10.6 | ||
| Uber Technologies Inc | 9.8 | ||
| Nvidia Corp | 8.6 | ||
| Amazon Com Inc | 8.4 | ||
| Alcoa Inc | 8.4 | ||
| Arista Networks Inc | 7.8 | ||
| Generac Holdings Inc | 7.8 | ||
| Estee Lauder Companies Inc | 7.7 | ||
| HCA Holdings Inc | 7.2 | ||
| Spotify Technology Sa | 7.1 | ||
| Shopify Inc | 7.0 | ||
| ROKU Inc | 6.7 | ||
| Ares Management LP | 6.6 | ||
| Zillow Group Inc | 6.5 | ||
| Wells Fargo & Co/MN | 6.3 | ||
| Toast Inc | 5.9 | ||
| Oaktree Acquisition Corp | 5.7 | ||
| Apple Inc | 5.6 | ||
| Intuitive Surgical Inc | 5.2 | ||
| Occidental Petroleum Corp /DE/ | 5.0 | ||
| Lilly Eli & Co | 2.9 | ||
| International Business Machines Corp | 2.6 | ||
| Goldman Sachs Group Inc | 2.4 | ||
| Philip Morris International Inc | 2.2 | ||
| 3M Co | 1.8 | ||
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| AUM Breakdown | Accounts | AUM ($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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|---|---|---|
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Keyvantage Wealth LLC
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PA | 0.3 |
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The Hogan-Knotts Financial Group Inc
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NJ | 0.3 |
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Capstone Wealth Management Inc
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MT | 0.3 |
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Prepared Retirement Institute LLC
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DHH Advisors LLC
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NJ | 0.3 |
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Ketron Financial LLC
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CA | 0.3 |
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Yoder Wealth Management Inc
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CA | 0.3 |
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EGI Financial Inc
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OH | 0.3 |
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Siligmueller & Norvid Wealth Advisors LLC
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IL | 0.3 |
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Vestura LLC
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WI | 0.3 |