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| Happy Holidays!! thanks for using AUM13F!! |
| Kleinfelder Capital Inc
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|---|---|
| CRD # | 289345 |
| SEC # | 801-111047 |
| CIK # | |
| AUM | $306.8 M (2025-02-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 513-808-9700 |
| Address | 8050 Hosbrook Road Cincinnati, OH 45236 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 276 | 53.3 |
| (b) Individuals (high net worth individuals) | 219 | 252.3 |
| (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 | 14 | 1.0 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,037 | 306.8 |
| By Discretionary | ||
| Discretionary | 1,034 | 306.4 |
| Non-Discretionary | 3 | 0.4 |
| Total | 1,037 | 306.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.8 | |
| Total | 1,037 | 306.8 |
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|---|---|---|
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|
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Lodestone Wealth Management LLC
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