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| Liberty One Investment Management LLC
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|
|
|---|---|
| CRD # | 304290 |
| SEC # | 801-116826 |
| CIK # | 0001807328 |
| AUM | $2.0 BB (2024-08-12) |
| Employees | 18 (100% Investors, 11% Brokers) |
| Phone | 847-680-9255 |
| Address | 1509 N Milwaukee Ave Libertyville, IL 60048 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LLY | 301,789.7 | 0.0 | |
| SO | 75,035.5 | 0.0 | |
| PG | 338,108.9 | 0.0 | |
| KMB | 44,656.1 | 0.0 | |
| LMT | 111,953.9 | 0.0 | |
| KO | 269,985.6 | 0.0 | |
| DUK | 81,378.5 | 0.0 | |
| LNT | 14,554.7 | 0.0 | |
| CAH | 14,662.0 | 0.0 | |
| WM | 61,816.0 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 9 | 1,121.6 |
| (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 | 8 | 846.1 |
| Total | 14,692 | 1,967.6 |
| By Discretionary | ||
| Discretionary | 7,681 | 1,080.6 |
| Non-Discretionary | 7,011 | 887.1 |
| Total | 14,692 | 1,967.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,967.6 | |
| Total | 14,692 | 1,967.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001807328] |
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