|
⚲
|
| M3F Inc
✚
| |
|---|---|
| CRD # | 151191 |
| SEC # | 801-70649 |
| CIK # | 0001511291 |
| AUM | $612.2 MM (2024-08-26) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 202-246-9200 |
| Address | 2070 E 2100 S Salt Lake City, UT 84109 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| WLFC | 230.6 | 0.0 | |
| PBFS | 259.5 | 0.0 | |
| PDLB | 229.6 | 0.0 | |
| SNFCA | 181.2 | 0.0 | |
| SWKH | 226.4 | 0.0 | |
| PVBC | 280.7 | 0.0 | |
| EBC | 3,423.3 | 0.0 | |
| BFIN | 124.0 | 0.0 | |
| WFC | 152,296.4 | 0.0 | |
| PKBK | 253.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | M3 Partners LP | [2012-03-27] | 207.3 | 612.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 1 | 612.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 612.2 |
| By Discretionary | ||
| Discretionary | 1 | 612.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 612.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 612.2 | |
| Total | 1 | 612.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| William Waller | 5 | ||
| M3 Funds LLC | 2 | ||
| M3F Inc | 2 | ||
| Jason Stock | 2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001511291] |
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