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| Happy Holidays!! thanks for using AUM13F!! |
| Lindbrook Capital LLC
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| CRD # | 155812 |
| SEC # | 801-72193 |
| CIK # | 0001767045 |
| AUM | $3.5 B (2025-02-23) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 424-208-8000 |
| Address | 23975 Park Sorrento Calabasas, CA 91302 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 54.0 | ||
| Golub Capital BDC Inc | 45.7 | ||
| Nvidia Corp | 27.4 | ||
| Microsoft Corp | 23.6 | ||
| Amazon Com Inc | 15.9 | ||
| Broadcom Inc | 11.6 | ||
| Alphabet Inc | 10.4 | ||
| J P Morgan Chase & Co | 9.8 | ||
| Facebook Inc | 9.4 | ||
| Alphabet Inc | 8.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | LK Opportunities Fund LP | 2012-08-03 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 0.1 |
| (b) Individuals (high net worth individuals) | 349 | 3.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 14 | 0.1 |
| (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 | 2,420 | 3.5 |
| By Discretionary | ||
| Discretionary | 2,323 | 3.1 |
| Non-Discretionary | 97 | 0.4 |
| Total | 2,420 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 2,420 | 3.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767045] |
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