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| Oarsman Capital Inc
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|---|---|
| CRD # | 109993 |
| SEC # | 801-60988 |
| CIK # | 0001569667 |
| AUM | 1,167.0 M (2026-05-22) |
| Employees | 21 (62% Investors, 0% Brokers) |
| Phone | 414-221-0081 |
| Address | 790 North Water Street Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 19.0 | ||
| Apple Inc | 12.8 | ||
| Nvidia Corp | 12.3 | ||
| Microsoft Corp | 11.4 | ||
| Perth MINT Physical Gold ETF | 8.9 | ||
| Broadcom Inc | 7.8 | ||
| Amazon Com Inc | 6.3 | ||
| Alphabet Inc | 6.1 | ||
| Wal Mart Stores Inc | 5.5 | ||
| Caterpillar Inc | 5.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 314 | 120.6 |
| (b) Individuals (high net worth individuals) | 356 | 1,040.1 |
| (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 | 0.7 |
| (h) Charitable organizations | 6 | 5.1 |
| (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 | 2,256 | 1,167.0 |
| By Discretionary | ||
| Discretionary | 1,925 | 1,114.0 |
| Non-Discretionary | 331 | 53.0 |
| Total | 2,256 | 1,167.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,167.0 | |
| Total | 2,256 | 1,167.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001569667] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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