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| Keyboard |
| Merrithew & Thorsten Inc
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|---|---|
| CRD # | 133563 |
| SEC # | 801-121274 |
| CIK # | 0002107460 |
| AUM | 155.0 M (2026-02-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 858-547-1845 |
| Address | 9820 Willow Creek Road San Diego, CA 92131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| PIMCO Corporate & Income Opportunity Fund | 18.4 | ||
| Apple Inc | 9.4 | ||
| AMB Property Corp | 5.8 | ||
| Realty Income Corp | 2.4 | ||
| Oracle Corp | 2.1 | ||
| Alphabet Inc | 1.5 | ||
| Alphabet Inc | 1.4 | ||
| Caterpillar Inc | 1.2 | ||
| Ball Corp | 0.6 | ||
| Microsoft Corp | 0.6 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 29.9 |
| (b) Individuals (high net worth individuals) | 54 | 125.1 |
| (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 | 372 | 155.0 |
| By Discretionary | ||
| Discretionary | 372 | 155.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 372 | 155.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.0 | |
| Total | 372 | 155.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107460] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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