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| Little House Capital LLC
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|
|---|---|
| CRD # | 290070 |
| SEC # | 801-111981 |
| CIK # | 0001748814 |
| AUM | $399.5 MM (2023-03-16) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 617-545-5600 |
| Address | 35 Braintree Hill Park Braintree, MA 02184 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 12.9 | |
| MSFT | 1,918,222.4 | 11.6 | |
| WMT | 335,434.5 | 4.1 | |
| GOOGL | 1,475,138.5 | 4.1 | |
| JNJ | 465,600.2 | 3.9 | |
| CVX | 294,604.1 | 3.9 | |
| AMZN | 1,092,997.8 | 3.9 | |
| UNH | 477,004.0 | 3.9 | |
| MA | 309,583.1 | 3.5 | |
| JPM | 340,169.2 | 3.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 13.2 |
| (b) Individuals (high net worth individuals) | 103 | 318.1 |
| (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 | 5 | 21.9 |
| (h) Charitable organizations | 0 | 29.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 19 | 15.9 |
| (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 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 511 | 399.5 |
| By Discretionary | ||
| Discretionary | 496 | 370.8 |
| Non-Discretionary | 15 | 28.7 |
| Total | 511 | 399.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 399.3 | |
| Total | 511 | 399.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001748814] |
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