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| Happy Holidays!! thanks for using AUM13F!! |
| Mas Advisors LLC
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| CRD # | 165906 |
| SEC # | 801-77354 |
| CIK # | 0001906683 |
| AUM | $1.5 B (2025-07-21) |
| Employees | 6 (100% Investors, 17% Brokers) |
| Phone | 786-364-3101 |
| Address | 2121 Ponce de Leon Blvd Coral Gables, FL 33134 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001906683 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 1.4 | ||
| Microsoft Corp | 1.3 | ||
| PIMCO Dynamic Income Fund | 0.9 | ||
| Broadcom Inc | 0.8 | ||
| DNP Select Income Fund Inc | 0.6 | ||
| Costco Wholesale Corp /NEW | 0.5 | ||
| International Business Machines Corp | 0.5 | ||
| Apple Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 16 | 34.8 |
| (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 | 1 | 5.4 |
| (k) Insurance companies | 7 | 1,457.1 |
| (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 | 122 | 1,497.3 |
| By Discretionary | ||
| Discretionary | 122 | 1,497.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 122 | 1,497.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 46.2 | |
| United States Persons | 1,451.1 | |
| Total | 122 | 1,497.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906683] |
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|---|---|---|
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Trivium Point Advisory LLC
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