Oberweis Asset Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Oberweis Asset Management Inc
CRD #105471
SEC #801-35657
CIK #0000937886
AUM $3.0 BB (2024-08-27)
Employees 32 (50% Investors, 47% Brokers)
Phone630-577-2300
Address3333 Warrenville Road
Lisle, IL 60532
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
WFRD 1,653.8 35.8
CSTM 1,973.6 34.7
SN 29.7
ONTO 3,553.2 28.4
TMDX 875.5 28.2
ZETA 968.0 28.0
EHC 5,644.5 25.1
CRDO 1,727.7 24.9
SKYW 1,085.7 23.9
CLH 4,778.9 23.3
View All
Holdings by Sector ($MM)
17001360102068034002013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Oberweis International Select Fund LLC [2021-03-31] 113.7 36.8
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 32 0.0
(b) Individuals (high net worth individuals) 44 0.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 7 1.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 0.0
(g) Pension and profit sharing plans 0 0.2
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 6 1.0
(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 10 0.2
(n) Other 17 0.0
Total 121 3.0
By Discretionary
Discretionary 120 3.0
Non-Discretionary 1 0.0
Total 121 3.0
By Non-United States Persons
Non-United States Persons 0.3
United States Persons 2.8
Total 121 3.0
Form D Directors # Filings # Firms 2011 - 2024
Oberweis Asset Management Inc 1
James Oberweis 1
EDGAR Form CIK 2011 - 2024
13F-HR [0000937886]
SC 13G [0000937886]
Form 13D/13G Filer Form 13D/13G Subject Filed
Oberweis Asset Management INC/ NQ Mobile Inc [2014-02-14]
Comparable Firms State AUM ($BB)
Journey Strategic Wealth LLC
NJ 3.1
Smith Salley & Associates LLC
NC 3.1
Raub Brock Capital Management LP
CA 3.1
Confluence Wealth Services Inc
PA 3.1
Capital Generation Partners LLP
3.1
Bryn Mawr Capital Management LLC
PA 3.0
Sentry Advisors LLC
CA 3.0
G W Henssler & Associates Ltd
GA 3.0
Sound Shore Management Inc
CT 3.0
Highpoint Advisor Group LLC
IL 3.0
Terms | Privacy | Guide
tony@aum13f.com