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| Happy Holidays!! thanks for using AUM13F!! |
| Lazari Capital Management Inc
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| CRD # | 172932 |
| SEC # | 801-112927 |
| CIK # | 0001986389 |
| AUM | $614.6 M (2025-03-31) |
| Employees | 14 (57% Investors, 21% Brokers) |
| Phone | 818-264-0610 |
| Address | 6928 Owensmouth Ave Woodland Hills, CA 91303 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001986389 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 34.0 | ||
| Facebook Inc | 24.6 | ||
| Uber Technologies Inc | 17.1 | ||
| Amazon Com Inc | 17.0 | ||
| Nvidia Corp | 16.1 | ||
| Alphabet Inc | 9.7 | ||
| Microsoft Corp | 8.2 | ||
| Walt Disney Co | 7.8 | ||
| Boeing Co | 6.6 | ||
| BP PLC | 6.0 | ||
| Netflix Inc | 5.0 | ||
| Bank of America Corp /DE/ | 4.7 | ||
| Tesla Motors Inc | 3.5 | ||
| Advanced Micro Devices Inc | 3.4 | ||
| Broadcom Inc | 3.2 | ||
| AbbVie Inc | 3.0 | ||
| Verizon Communications Inc | 2.9 | ||
| Wynn Resorts Ltd | 2.6 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Exxon Mobil Corp | 2.3 | ||
| VISA Inc | 2.1 | ||
| Sempra Energy | 1.8 | ||
| Pfizer Inc | 1.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 718 | 140.0 |
| (b) Individuals (high net worth individuals) | 128 | 297.3 |
| (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 | 66 | 114.9 |
| (h) Charitable organizations | 1 | 0.5 |
| (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 | 155 | 61.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,068 | 614.6 |
| By Discretionary | ||
| Discretionary | 969 | 456.9 |
| Non-Discretionary | 99 | 157.7 |
| Total | 1,068 | 614.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 614.6 | |
| Total | 1,068 | 614.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001986389] |
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|---|---|---|
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FL | 0.6 |
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NC | 0.6 |
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0.6 | |
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TN | 0.6 |
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Northcape Wealth Management LLC
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NY | 0.6 |
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Tamarisk Financial LLC
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Professional Financial Advisors LLC
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NE | 0.6 |
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Heirloom Wealth Management LLC
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CO | 0.6 |
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Front Street Capital Management Inc
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MT | 0.6 |