|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Oarsman Capital Inc
✚
|
|
|---|---|
| CRD # | 109993 |
| SEC # | 801-60988 |
| CIK # | 0001569667 |
| AUM | $926.8 M (2025-03-31) |
| Employees | 21 (62% Investors, 0% Brokers) |
| Phone | 414-221-0081 |
| Address | 759 North Milwaukee Street Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.0 | ||
| Alphabet Inc | 12.6 | ||
| Nvidia Corp | 10.5 | ||
| Apple Inc | 8.6 | ||
| Fiserv Inc | 7.9 | ||
| Broadcom Inc | 6.4 | ||
| Perth MINT Physical Gold ETF | 6.0 | ||
| Amazon Com Inc | 5.5 | ||
| Facebook Inc | 4.3 | ||
| Wal Mart Stores Inc | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 99.4 |
| (b) Individuals (high net worth individuals) | 356 | 820.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.6 |
| (h) Charitable organizations | 6 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,872 | 926.8 |
| By Discretionary | ||
| Discretionary | 1,582 | 868.7 |
| Non-Discretionary | 290 | 58.1 |
| Total | 1,872 | 926.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 926.8 | |
| Total | 1,872 | 926.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001569667] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Prospera Private Wealth LLC
✚
|
OK | 0.9 |
|
Brand Asset Management Group Inc
✚
|
MO | 0.9 |
|
Frazier Financial Advisors LLC
✚
|
OH | 0.9 |
|
Detalus Advisors LLC
✚
|
MO | 0.9 |
|
West Paces Advisors Inc
✚
|
GA | 0.9 |
|
Navigation Group LLC
✚
|
CA | 0.9 |
|
Strata Wealth Advisors LLC
✚
|
TX | 0.9 |
|
FDX Advisors Inc
✚
|
IL | 0.9 |
|
Yeske BUIE Inc
✚
|
VA | 0.9 |
|
APCM Wealth Management for Individuals LLC
✚
|
AK | 0.9 |