|
⚲
|
| Keyboard |
| Nicholas Hoffman & Company LLC
✚
|
|
|---|---|
| CRD # | 144516 |
| SEC # | 801-68306 |
| CIK # | 0001678953 |
| AUM | 8,262.5 M (2026-03-17) |
| Employees | 26 (62% Investors, 0% Brokers) |
| Phone | 404-815-5050 |
| Address | Two Midtown Plaza Atlanta, GA 30309-2929 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Intuit Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Apple Inc | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| Huntington Bancshares Inc/MD | 0.0 | ||
| Accenture PLC | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 0.0 |
| (b) Individuals (high net worth individuals) | 285 | 7.8 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 0.4 |
| (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 | 2,233 | 8.3 |
| By Discretionary | ||
| Discretionary | 1,642 | 6.6 |
| Non-Discretionary | 591 | 1.7 |
| Total | 2,233 | 8.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.2 | |
| Total | 2,233 | 8.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001678953] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Champlain Investment Partners LLC
✚
|
VT | 10.18 B |
|
Hantz Financial Services Inc
✚
|
MI | 10.00 B |
|
Welch & Forbes LLC
✚
|
MA | 9,903.5 M |
|
Hood River Capital Management LLC
✚
|
FL | 9,454.6 M |
|
Americana Partners LLC
✚
|
TX | 9,101.7 M |
|
Weitz Investment Management Inc
✚
|
NE | 8,079.9 M |
|
Northside Capital Management LLC
✚
|
OR | 6,942.2 M |
|
Imperial Fund Asset Management LLC
✚
|
FL | 6,841.3 M |
|
Vulcan Value Partners LLC
✚
|
AL | 6,083.2 M |
|
Westmount Partners LLC
✚
|
CA | 5,938.1 M |