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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Manuka Financial LLC
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|---|---|
| CRD # | 313528 |
| SEC # | 801-130599 |
| CIK # | 0001062128, 0002049064 |
| AUM | $187.5 M (2025-02-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 804-293-0397 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 19.7 | ||
| Exxon Mobil Corp | 4.0 | ||
| Capital One Financial Corp | 2.0 | ||
| Microsoft Corp | 1.1 | ||
| Amazon Com Inc | 1.0 | ||
| Oracle Corp | 0.9 | ||
| Apple Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 4.2 |
| (b) Individuals (high net worth individuals) | 42 | 183.3 |
| (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 | 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 | 207 | 187.5 |
| By Discretionary | ||
| Discretionary | 207 | 187.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 207 | 187.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.5 | |
| Total | 207 | 187.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001062128] | |
| 10-Q | [0001062128] | |
| 3 | [0001062128] | |
| 4 | [0001062128] | |
| 8-K | [0001062128] | |
| D | [0001062128] | |
| SC 13D | [0001062128] | |
| 13F-HR | [0002049064] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Manuka, Inc. | |
| Dana David | |
| Citron Shimon | |
| Peleg Gadi | |
| Culley Brian M | |
| Morris Chanan | |
| Tonak Ltd. | |
| Wolf Dana | |
| Payne Peter N | |
| Alfassi Israel | |
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