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| Measured Risk Portfolios Inc
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|---|---|
| CRD # | 141422 |
| SEC # | 801-80124 |
| CIK # | 0001576704 |
| AUM | 597.2 M (2026-04-08) |
| Employees | 13 (31% Investors, 0% Brokers) |
| Phone | 858-935-1125 |
| Address | 5230 Carroll Canyon Road San Diego, CA 92121 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprouts Farmers Market Inc | 3.9 | ||
| Apple Inc | 3.7 | ||
| Prudential Financial Inc | 2.8 | ||
| NRG Yield Inc | 2.6 | ||
| Verizon Communications Inc | 2.6 | ||
| Digital Realty Trust Inc | 2.6 | ||
| Duke Energy Corp | 2.5 | ||
| United Parcel Service Inc | 2.4 | ||
| Realty Income Corp | 2.4 | ||
| Kinder Morgan Inc | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 625 | 198.6 |
| (b) Individuals (high net worth individuals) | 168 | 259.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 124.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 2.6 |
| (h) Charitable organizations | 2 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 9.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,601 | 597.2 |
| By Discretionary | ||
| Discretionary | 1,584 | 570.9 |
| Non-Discretionary | 17 | 26.3 |
| Total | 1,601 | 597.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 596.6 | |
| Total | 1,601 | 597.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001576704] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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IN | 599.1 M |
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Lone Peak Global Investors LLC
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Concorde Asset Management LLC
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Grand Wealth Management LLC
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|
Garrison Point Advisors LLC
✚
|
CA | 597.1 M |
|
Comprehensive Financial Consultants Institutional Inc
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|
IN | 595.6 M |
|
Endeavor Private Wealth Inc
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KS | 595.3 M |
|
Hedeker Wealth LLC
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|
IL | 595.1 M |