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| Keyboard |
| Neumann Capital Management LLC
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|---|---|
| CRD # | 112182 |
| SEC # | 801-41001 |
| CIK # | 0001631930 |
| AUM | 630.3 M (2026-03-11) |
| 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) | |
|---|---|---|---|
| Gilead Sciences Inc | 4.5 | ||
| CVS Caremark Corp | 3.9 | ||
| Johnson & Johnson | 3.7 | ||
| Public Service Enterprise Group Inc | 2.5 | ||
| Microsoft Corp | 2.3 | ||
| Chevron Corp | 2.0 | ||
| Schwab Charles Corp | 1.4 | ||
| Roper Industries Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 26.6 |
| (b) Individuals (high net worth individuals) | 128 | 602.7 |
| (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 | 0.6 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 609 | 630.3 |
| By Discretionary | ||
| Discretionary | 609 | 630.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 609 | 630.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 15.7 | |
| United States Persons | 614.6 | |
| Total | 609 | 630.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001631930] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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