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| Little House Capital LLC
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|---|---|
| CRD # | 290070 |
| SEC # | 801-111981 |
| CIK # | 0001748814 |
| AUM | $675.2 M (2026-03-17) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 617-545-5600 |
| Address | 35 Braintree Hill Park Braintree, MA 02184 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.3 | ||
| Microsoft Corp | 15.8 | ||
| Alphabet Inc | 14.0 | ||
| Nvidia Corp | 13.6 | ||
| Amazon Com Inc | 11.0 | ||
| Broadcom Inc | 10.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 10.4 | ||
| Johnson & Johnson | 9.2 | ||
| J P Morgan Chase & Co | 9.2 | ||
| Facebook Inc | 8.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 8.3 |
| (b) Individuals (high net worth individuals) | 144 | 518.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 31.9 |
| (h) Charitable organizations | 5 | 35.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 37 | 47.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 33.8 |
| (n) Other | 0 | 0.0 |
| Total | 722 | 675.2 |
| By Discretionary | ||
| Discretionary | 666 | 589.9 |
| Non-Discretionary | 56 | 85.3 |
| Total | 722 | 675.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.9 | |
| United States Persons | 658.4 | |
| Total | 722 | 675.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001748814] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Jacobson & Schmitt Advisors LLC
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WI | 0.7 |
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PASI Investments LLC
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CT | 0.7 |
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Boston Research and Management Inc
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MA | 0.7 |
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Stordahl Capital Management Inc
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CO | 0.7 |
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Waterway Wealth Management LLC
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TX | 0.7 |
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Demming Financial Services Corp
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OH | 0.7 |
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Tounjian Advisory Partners LLC
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FL | 0.7 |
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Allegiance Financial Group Advisory Services LLC
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VA | 0.7 |
|
Ballast Advisors LLC
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MN | 0.7 |
|
Integral Investment Advisors Inc
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CA | 0.7 |