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| Happy Holidays!! thanks for using AUM13F!! |
| Measured Risk Portfolios Inc
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| CRD # | 141422 |
| SEC # | 801-80124 |
| CIK # | 0001576704 |
| AUM | $400.0 M (2025-03-31) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Phone | 858-935-1125 |
| Address | 5230 Carroll Canyon Road San Diego, CA 92121 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001576704 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprouts Farmers Market Inc | 8.4 | ||
| Apple Inc | 2.6 | ||
| Philip Morris International Inc | 2.6 | ||
| Kinder Morgan Inc | 2.5 | ||
| Digital Realty Trust Inc | 2.5 | ||
| NRG Yield Inc | 2.5 | ||
| LyondellBasell Industries NV | 2.4 | ||
| Duke Energy Corp | 2.4 | ||
| Realty Income Corp | 2.3 | ||
| Verizon Communications Inc | 2.3 | ||
| Crown Castle International Corp | 2.3 | ||
| United Parcel Service Inc | 2.3 | ||
| Altria Group Inc | 2.1 | ||
| CME Group Inc | 2.1 | ||
| AbbVie Inc | 2.1 | ||
| American Electric Power Co Inc | 2.0 | ||
| Kimberly Clark Corp | 1.9 | ||
| HJ Heinz Holding Corp | 1.9 | ||
| Coca Cola Co | 1.8 | ||
| Texas Instruments Inc | 1.7 | ||
| Chevron Corp | 1.7 | ||
| General Mills Inc | 1.7 | ||
| HCP Inc | 1.6 | ||
| Valero Energy Corp/Tx | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 523 | 181.6 |
| (b) Individuals (high net worth individuals) | 119 | 194.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 2.6 |
| (h) Charitable organizations | 15 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 7.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 2.3 |
| (n) Other | 39 | 11.2 |
| Total | 1,456 | 400.0 |
| By Discretionary | ||
| Discretionary | 1,269 | 365.9 |
| Non-Discretionary | 187 | 34.0 |
| Total | 1,456 | 400.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 399.4 | |
| Total | 1,456 | 400.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001576704] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Advisors of Tampa Bay LLC
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|
FL | 0.4 |
|
Roth Financial Partners LLC
✚
|
TX | 0.4 |
|
Seascape Capital Management LLC
✚
|
NH | 0.4 |
|
Abel Hall LLC
✚
|
LA | 0.4 |
|
Pitzl Financial LLC
✚
|
MN | 0.4 |
|
Kestrel Partners LLP
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|
0.4 | |
|
Terra Wealth Management LLC
✚
|
NC | 0.4 |
|
Pavion Blue Capital LLC
✚
|
CA | 0.4 |
|
Elevated Financial Group LLC
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|
IN | 0.4 |
|
Lifestyle Asset Management Inc
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|
TX | 0.4 |