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| Happy Holidays!! thanks for using AUM13F!! |
| Lokken Investment Group LLC
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| CRD # | 283696 |
| SEC # | 801-114384 |
| CIK # | 0001842840 |
| AUM | $366.5 M (2025-03-13) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 302-645-6650 |
| Address | 1413 Savannah Road, Lewes, DE 19958 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 10.5 | ||
| Apple Inc | 7.2 | ||
| Microsoft Corp | 6.5 | ||
| Lilly Eli & Co | 4.2 | ||
| Broadcom Inc | 2.8 | ||
| Exxon Mobil Corp | 2.6 | ||
| Wal Mart Stores Inc | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Big Oak Partners Fund LP | [2018-11-05] | 5.8 | 6.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 429 | 145.7 |
| (b) Individuals (high net worth individuals) | 98 | 211.6 |
| (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 | 1 | 6.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 3.2 |
| (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 | 1,345 | 366.5 |
| By Discretionary | ||
| Discretionary | 1,345 | 366.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,345 | 366.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 366.5 | |
| Total | 1,345 | 366.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jonathan Lokken | 1 | ||
| Lokken Investment Group LLC | 1 | ||
| Big Oak Investors LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001842840] |
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von Kohorn Research & Advisory Inc
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CT | 0.0 |
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Key Capital Advisors Inc
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