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| Kraft Asset Management LLC
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|
|---|---|
| CRD # | 119139 |
| SEC # | 801-66686 |
| CIK # | 0001908611 |
| AUM | $400.2 MM (2024-01-26) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 615-346-2437 |
| Address | 555 Great Circle Road Nashville, TN 37228 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ITW | 56,990.9 | 0.6 | |
| MSFT | 1,918,222.4 | 0.5 | |
| AAPL | 2,382,844.0 | 0.5 | |
| META | 434,852.0 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 26.6 |
| (b) Individuals (high net worth individuals) | 123 | 364.5 |
| (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 | 2 | 4.9 |
| (h) Charitable organizations | 2 | 0.3 |
| (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 | 2 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 594 | 400.2 |
| By Discretionary | ||
| Discretionary | 594 | 400.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 594 | 400.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 400.2 | |
| Total | 594 | 400.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001908611] |
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|---|---|---|
|
Kolinsky Wealth Management LLC
✚
|
NJ | 0.4 |
|
Shorehaven Wealth Partners LLC
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NJ | 0.4 |
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VA | 0.4 |
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Symmetry Capital Advisors LLC
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TX | 0.4 |
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Tempus Wealth Planning LLC
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CA | 0.4 |
|
Oakstreet Wealth Management Inc
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TX | 0.4 |
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Klosters Capital LLC
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FL | 0.4 |
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Clelland & Co Inc
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CA | 0.4 |
|
Alphamark Advisors LLC
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KY | 0.4 |
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Root Financial Partners LLC
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CA | 0.4 |