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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kilter Group LLC
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| CRD # | 330356 |
| SEC # | 801-129927 |
| CIK # | 0001856474, 0002058915 |
| AUM | $202.1 M (2025-07-30) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 646-438-6557 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Oaktree Acquisition Corp | 2.2 | ||
| International Business Machines Corp | 1.9 | ||
| Apple Inc | 1.3 | ||
| iShares Comex Gold Trust | 1.2 | ||
| Amazon Com Inc | 1.2 | ||
| Nvidia Corp | 1.1 | ||
| Compass Inc | 1.0 | ||
| VISA Inc | 0.8 | ||
| Microsoft Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 276 | 75.8 |
| (b) Individuals (high net worth individuals) | 101 | 126.3 |
| (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 | 0.0 |
| (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 | 938 | 202.1 |
| By Discretionary | ||
| Discretionary | 923 | 199.2 |
| Non-Discretionary | 15 | 2.9 |
| Total | 938 | 202.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.1 | |
| Total | 938 | 202.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001856474] | |
| 13F-HR | [0002058915] |
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