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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) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001908611] |
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Kolinsky Wealth Management LLC
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|
NJ | 0.4 |
Shorehaven Wealth Partners LLC
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NJ | 0.4 |
Meridian Financial Partners LLC
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VA | 0.4 |
Symmetry Capital Advisors LLC
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TX | 0.4 |
Tempus Wealth Planning LLC
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CA | 0.4 |
Oakstreet Wealth Management Inc
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|
TX | 0.4 |
Klosters Capital LLC
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FL | 0.4 |
Clelland & Co Inc
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CA | 0.4 |
Alphamark Advisors LLC
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KY | 0.4 |
Root Financial Partners LLC
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|
CA | 0.4 |