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| Happy Holidays!! thanks for using AUM13F!! |
| Left Brain Wealth Management LLC
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| CRD # | 170348 |
| SEC # | 801-113256 |
| CIK # | 0001957370 |
| AUM | $310.4 M (2025-05-15) |
| Employees | 7 (86% Investors, 14% Brokers) |
| Phone | 630-517-9300 |
| Address | 215 Shuman Blvd Naperville, IL 60563 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001957370 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 23.4 | ||
| Facebook Inc | 17.2 | ||
| Netflix Inc | 15.5 | ||
| Palantir Technologies Inc | 12.9 | ||
| Taser International Inc | 11.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 10.2 | ||
| CrowdStrike Holdings Inc | 9.7 | ||
| Arista Networks Inc | 8.3 | ||
| Robinhood Markets Inc | 8.2 | ||
| Amazon Com Inc | 7.4 | ||
| Uber Technologies Inc | 7.2 | ||
| General Electric Co | 7.1 | ||
| Broadcom Inc | 7.1 | ||
| Ace Ltd | 6.2 | ||
| ServiceNow Inc | 6.2 | ||
| Waste Management Inc | 6.1 | ||
| Microsoft Corp | 6.0 | ||
| MercadoLibre Inc | 5.9 | ||
| VISA Inc | 5.4 | ||
| Costco Wholesale Corp /NEW | 5.3 | ||
| Applovin Corp | 5.2 | ||
| Hercules Capital Inc | 5.2 | ||
| International Business Machines Corp | 5.2 | ||
| Cigna Corp | 3.8 | ||
| McKesson Corp | 3.7 | ||
| Amerisourcebergen Corp | 3.6 | ||
| Hansen Natural Corp | 3.3 | ||
| Progressive Corp/Oh/ | 3.3 | ||
| Dollar General Corp | 3.2 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Left Brain Capital Appreciation Master Fund Ltd | 2018-09-26 | 19.2 | |
| HF | Left Brain Capital Appreciation Offshore Ltd | 2018-09-26 | 5.7 | |
| HF | Left Brain Capital Appreciation Fund LP | 2018-04-19 | 13.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 42.6 |
| (b) Individuals (high net worth individuals) | 117 | 248.5 |
| (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 | 1 | 19.2 |
| (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 | 650 | 310.4 |
| By Discretionary | ||
| Discretionary | 650 | 310.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 650 | 310.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 310.4 | |
| Total | 650 | 310.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001957370] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Papamarkou Wellner Asset Management Inc
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|
NY | 0.4 |
|
Pacific Point Advisors LLC
✚
|
CA | 0.3 |
|
Sturgeon Ventures LLP
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|
0.3 | |
|
Camelot Portfolios LLC
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OH | 0.3 |
|
5T Wealth LLC
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|
CA | 0.3 |
|
Peloton Capital Management
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IN | 0.3 |
|
Pinnacle Capital Management LLC
✚
|
NY | 0.3 |
|
Alpha Principle LLC
✚
|
CO | 0.3 |
|
CMG Capital Management Group Inc
✚
|
PA | 0.3 |
|
Convoy Investments LLC
✚
|
0.2 |