Mangham Associates Inc

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Assets, Funds, Holdings

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Mangham Associates Inc
CRD #106300
SEC #801-45852
CIK #0001730480
AUM
Employees 10 (40% Investors, 0% Brokers)
Phone434-973-2223
Address1434 Rolkin Court
Charlottesville, VA 22911
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.01999200720152024
Sector Form 13F Holdings Value ($M)
SPDR Gold Trust 3.9
Brookfield Renewable Corp 1.8
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
16012896643202018202020222024
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 11 0.4
(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 5 0.2
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 11 0.2
(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 27 0.8
By Discretionary
Discretionary 21 0.5
Non-Discretionary 6 0.4
Total 27 0.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.8
Total 27 0.8
EDGAR Form CIK 2011 - 2025
13F-HR [0001730480]
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