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| Obermeyer Wood Investment Counsel LLLP
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|---|---|
| CRD # | 110069 |
| SEC # | 801-54953 |
| CIK # | 0001349654 |
| AUM | $2.4 BB (2024-06-13) |
| Employees | 24 (58% Investors, 0% Brokers) |
| Phone | 970-925-8747 |
| Address | 501 Rio Grande Place Aspen, CO 81611 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 99.0 | |
| AAPL | 2,382,844.0 | 78.9 | |
| GOOG | 1,482,566.4 | 75.9 | |
| MA | 309,583.1 | 59.6 | |
| AMZN | 1,092,997.8 | 55.1 | |
| TSM | 437,370.3 | 52.3 | |
| UNH | 477,004.0 | 44.7 | |
| META | 434,852.0 | 44.2 | |
| NVR | 12,998.5 | 35.6 | |
| AVGO | 201,282.9 | 34.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 417 | 0.2 |
| (b) Individuals (high net worth individuals) | 516 | 2.0 |
| (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 | 2 | 0.0 |
| (h) Charitable organizations | 22 | 0.1 |
| (i) State or municipal government entities | 1 | 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 | 19 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,385 | 2.4 |
| By Discretionary | ||
| Discretionary | 2,385 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,385 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 2,385 | 2.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001349654] |
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|---|---|---|
|
Chesley Taft & Associates LLC
✚
|
IL | 2.4 |
|
London and Capital Wealth Advisers Ltd
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2.4 | |
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OH | 2.4 |
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Birch Hill Investment Advisors LLC
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MA | 2.4 |
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CX Institutional LLC
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IN | 2.4 |
|
Comerica Securities Inc
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MI | 2.4 |
|
Emerald Advisers LLC
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|
PA | 2.4 |
|
Meritage Portfolio Management Inc
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|
KS | 2.4 |
|
HS Management Partners LLC
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|
NY | 2.4 |
|
Efficient Advisors LLC
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|
OH | 2.4 |