|
⚲
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| Neumann Capital Management LLC
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|
|
|---|---|
| CRD # | 112182 |
| SEC # | 801-41001 |
| CIK # | 0001631930 |
| AUM | $443.9 MM (2023-03-17) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 650-548-9200 |
| Address | 303 Vintage Park Drive, Suite 100 Foster City, CA 94404-1167 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 15.2 | |
| ORCL | 182,760.6 | 7.7 | |
| NVDA | 399,550.0 | 7.1 | |
| GOOGL | 1,475,138.5 | 4.9 | |
| GILD | 78,030.8 | 3.4 | |
| CVS | 122,214.0 | 3.2 | |
| BAC | 278,315.2 | 3.1 | |
| MSFT | 1,918,222.4 | 2.4 | |
| ACN | 179,517.0 | 2.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 25.6 |
| (b) Individuals (high net worth individuals) | 114 | 412.4 |
| (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 | 4.9 |
| (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 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 561 | 443.9 |
| By Discretionary | ||
| Discretionary | 561 | 443.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 561 | 443.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.0 | |
| United States Persons | 436.8 | |
| Total | 561 | 443.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001631930] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dumont & Blake Investment Advisors LLC
✚
|
NJ | 0.4 |
|
Centric Wealth Management LLC
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|
IL | 0.4 |
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Hudson Capital Management LLC
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NJ | 0.4 |
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M Kraus & Company
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VT | 0.4 |
|
Ritter Daniher Financial Advisory LLC
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OH | 0.4 |
|
Bonnie WUSZ & Associates Inc
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|
CA | 0.4 |
|
Brennan John David
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|
CA | 0.4 |
|
Lawrence W Kelly & Associates Inc
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|
CA | 0.4 |
|
Mountain Capital Investment Advisors Inc
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|
CO | 0.4 |
|
West Advisors Incorporated
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|
IN | 0.4 |