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| Obermeyer Wood Investment Counsel LLLP
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|---|---|
| CRD # | 110069 |
| SEC # | 801-54953 |
| CIK # | 0001349654 |
| AUM | $1.9 BB (2023-03-29) |
| Employees | 23 (61% Investors, 0% Brokers) |
| Phone | 970-925-8747 |
| Address | 501 Rio Grande Place Aspen, CO 81611 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 67.4 | |
| GOOG | 1,482,566.4 | 57.7 | |
| AON | 56,421.9 | 56.8 | |
| UNH | 477,004.0 | 55.0 | |
| MA | 309,583.1 | 53.7 | |
| MCD | 179,584.2 | 48.9 | |
| MASI | 7,608.0 | 43.9 | |
| UNP | 133,995.4 | 40.4 | |
| LMT | 111,953.9 | 38.5 | |
| EQIX | 60,902.7 | 38.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 443 | 0.2 |
| (b) Individuals (high net worth individuals) | 470 | 1.6 |
| (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 | 2 | 0.0 |
| (h) Charitable organizations | 20 | 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 | 20 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,344 | 1.9 |
| By Discretionary | ||
| Discretionary | 2,344 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,344 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 2,344 | 1.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001349654] |
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|---|---|---|
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OH | 1.9 |
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OH | 1.9 |