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| Happy Holidays!! thanks for using AUM13F!! |
| Neumann Capital Management LLC
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| CRD # | 112182 |
| SEC # | 801-41001 |
| CIK # | 0001631930 |
| AUM | $568.5 M (2025-06-18) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 650-548-9200 |
| Address | 303 Vintage Park Drive, Suite 100 Foster City, CA 94404-1167 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 27.6 | |
| Oracle Corp | 16.4 | |
| Apple Inc | 15.9 | |
| Alphabet Inc | 8.2 | |
| Bank of America Corp /DE/ | 5.0 | |
| Gilead Sciences Inc | 4.3 | |
| J P Morgan Chase & Co | 3.3 | |
| Microsoft Corp | 3.1 | |
| Public Service Enterprise Group Inc | 2.8 | |
| CVS Caremark Corp | 2.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 26.9 |
| (b) Individuals (high net worth individuals) | 123 | 540.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 584 | 568.5 |
| By Discretionary | ||
| Discretionary | 584 | 568.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 584 | 568.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.3 | |
| United States Persons | 560.2 | |
| Total | 584 | 568.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001631930] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Woodward Financial Advisors Inc
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|
NC | 0.6 |
|
HFR Wealth Management LLC
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|
0.6 | |
|
Caldwell Sutter Capital Inc
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CA | 0.6 |
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Westover Capital Advisors LLC
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|
DE | 0.6 |
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West Advisors Incorporated
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|
0.6 | |
|
Personal Investment Management Inc
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|
WA | 0.6 |
|
Carsonallaria Wealth Management Ltd
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|
IL | 0.6 |
|
Essex LLC
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|
IL | 0.6 |
|
Atlas Capital Management Corp
✚
|
IN | 0.6 |
|
Tanglewood Legacy Advisors LLC
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|
TX | 0.6 |