KLR Investment Advisors LLC

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Assets, Funds, Holdings

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KLR Investment Advisors LLC
CRD #124716
SEC #801-118575
CIK #0001973130
AUM
Employees 7 (71% Investors, 0% Brokers)
Phone401-274-2001
Address951 North Main Street
Providence, RI 02904
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
3002401801206002009201420192025
Sector Form 13F Holdings Value ($M)
Microsoft Corp 3.9
Nvidia Corp 3.2
Apple Inc 2.4
Novo Nordisk A S 2.1
Check Point Software Technologies Ltd 1.4
RELX PLC 1.3
Spotify Technology Sa 1.2
Alphabet Inc 1.2
Advanced Semiconductor Engineering Inc 1.1
Amazon Com Inc 1.1
Holdings by Sector ($M)
14011284562802021202220232025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 102 36.0
(b) Individuals (high net worth individuals) 95 214.8
(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 3.7
(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 426 254.5
By Discretionary
Discretionary 426 254.5
Non-Discretionary 0 0.0
Total 426 254.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 254.5
Total 426 254.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001973130]
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