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| KTF Investments LLC
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| CRD # | 337465 |
| SEC # | 801-134137 |
| CIK # | 0002099997 |
| AUM | 700.2 M (2026-03-19) |
| Employees | 7 (57% Investors, 14% Brokers) |
| Fees | |
| Minimum | |
| Phone | 513-618-4498 |
| Address | 13001 Seal Beach Boulevard Seal Beach, CA 90740 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002099997 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 60.1 | ||
| Broadcom Inc | 38.2 | ||
| Modine Manufacturing Co | 36.3 | ||
| Nvidia Corp | 32.9 | ||
| Amazon Com Inc | 29.9 | ||
| Alphabet Inc | 27.1 | ||
| Micron Technology Inc | 25.7 | ||
| United Rentals Inc /DE | 23.5 | ||
| GS Acquisition Holdings Corp | 22.2 | ||
| UnitedHealth Group Inc | 20.9 | ||
| United Technologies Corp /DE/ | 19.2 | ||
| Apple Inc | 19.0 | ||
| Denali Holding Inc | 18.9 | ||
| Facebook Inc | 18.0 | ||
| Morgan Stanley | 14.8 | ||
| First Solar Inc | 12.6 | ||
| EQT Corp | 11.9 | ||
| Alphabet Inc | 11.5 | ||
| Dorman Products Inc | 11.0 | ||
| Home Depot Inc | 10.6 | ||
| J P Morgan Chase & Co | 7.8 | ||
| Microsoft Corp | 6.4 | ||
| Karat Packaging Inc | 5.4 | ||
| Honeywell International Inc | 5.2 | ||
| Taylor Morrison Home Corp | 5.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 35.6 |
| (b) Individuals (high net worth individuals) | 109 | 664.6 |
| (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 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 184 | 700.2 |
| By Discretionary | ||
| Discretionary | 169 | 646.5 |
| Non-Discretionary | 15 | 53.7 |
| Total | 184 | 700.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 700.2 | |
| Total | 184 | 700.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002099997] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Safeguard Investment Advisory Group LLC
✚
|
CA | 702.3 M |
|
Core Wealth Advisors Inc
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RPG Family Wealth Advisory LLC
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Atlas Asset Management LLC
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Lauterbach Financial Advisors LLC
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TX | 700.3 M |
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IAM Advisory LLC
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|
Tempus Wealth Planning LLC
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CA | 699.4 M |
|
Lafise Global Advisors LLC
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|
FL | 699.0 M |
|
Hamilton Wealth LLC
✚
|
CA | 697.8 M |
|
Arcadia Investment Management Corp
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|
MI | 697.3 M |