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| Knowledge Leaders Capital LLC
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|
|---|---|
| CRD # | 144482 |
| SEC # | 801-69490 |
| CIK # | 0001563223 |
| AUM | $166.9 MM (2024-03-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 303-717-5987 |
| Address | 902 S Race St Denver, CO 80209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| APH | 38,646.8 | 2.4 | |
| ADI | 77,186.0 | 1.8 | |
| GRMN | 18,961.0 | 1.7 | |
| KLAC | 49,261.0 | 1.7 | |
| TT | 30,146.9 | 1.7 | |
| ECL | 43,790.9 | 1.7 | |
| BSX | 53,608.9 | 1.6 | |
| LRCX | 60,793.2 | 1.5 | |
| ACN | 179,517.0 | 1.5 | |
| GOOGL | 1,475,138.5 | 1.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 25 | 8.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 155.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.2 |
| (h) Charitable organizations | 0 | 2.0 |
| (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 | 35 | 166.9 |
| By Discretionary | ||
| Discretionary | 35 | 166.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 35 | 166.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.9 | |
| Total | 35 | 166.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001563223] |
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|---|---|---|
|
ECON Financial Services Corporation
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|
PA | 0.2 |
|
Browning Capital Management LLC
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OR | 0.2 |
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Gunn & Company Investment Management Inc
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FL | 0.2 |
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Mosaic Wealth Management LLC
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Center for Wealth Management LLC
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OH | 0.2 |
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Salus Financial Advisors LLC
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CO | 0.2 |
|
Position Wealth LLC
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TX | 0.2 |
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Meridian Capital Management Group Inc
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OH | 0.2 |