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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lifepro Asset Management LLC
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|---|---|
| CRD # | 285252 |
| SEC # | 801-118422 |
| CIK # | 0001838533 |
| AUM | $311.3 M (2025-01-23) |
| Employees | 42 (95% Investors, 2% Brokers) |
| Phone | 888-543-3776 |
| Address | 11512 El Camino Real San Diego, CA 92130 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.4 | ||
| American Capital Agency Corp | 4.2 | ||
| iShares Bitcoin Trust | 3.4 | ||
| Shopify Inc | 3.1 | ||
| Armour Residential REIT Inc | 2.9 | ||
| Two Harbors Investment Corp | 2.8 | ||
| Annaly Capital Management Inc | 2.8 | ||
| Coinbase Global Inc | 2.5 | ||
| Social Capital Hedosophia Holdings Corp V | 2.5 | ||
| Reddit Inc | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,049 | 167.9 |
| (b) Individuals (high net worth individuals) | 55 | 138.7 |
| (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 | 1 | 4.7 |
| (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 | 1,105 | 311.3 |
| By Discretionary | ||
| Discretionary | 1,105 | 311.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,105 | 311.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 311.3 | |
| Total | 1,105 | 311.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001838533] |
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