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| Happy Holidays!! thanks for using AUM13F!! |
| Michaud Capital Management LLC
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| CRD # | 159828 |
| SEC # | 801-72973 |
| CIK # | |
| AUM | $2.4 B (2025-03-28) |
| Employees | 17 (29% Investors, 0% Brokers) |
| Phone | 303-962-5345 |
| Address | 200 Fillmore Street Denver, CO 80206 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Woody Creek Investment Limited Partnership | 2013-04-01 | 7.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 11 | 0.5 |
| (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 | 1 | 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 | 16 | 1.9 |
| Total | 84 | 2.4 |
| By Discretionary | ||
| Discretionary | 35 | 0.4 |
| Non-Discretionary | 49 | 2.0 |
| Total | 84 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 84 | 2.4 |
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|---|---|---|
|
McInroy & Wood Limited
✚
|
2.5 | |
|
Granahan Investment Management LLC
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|
MA | 2.5 |
|
Silvant Capital Management LLC
✚
|
GA | 2.5 |
|
Redswan PC Inc
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TX | 2.4 |
|
Capstone Financial Advisors Inc
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IL | 2.4 |
|
SAX Wealth Advisors LLC
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NJ | 2.4 |
|
ValueQuest Investment Advisors Private Ltd
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|
2.4 | |
|
Elevation Point Wealth Partners LLC
✚
|
CO | 2.4 |
|
Anchor Capital Advisors LLC
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|
MA | 2.4 |
|
Sarofim International Management Company LLC
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TX | 2.4 |