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⚲
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| Oberweis Asset Management Inc
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|
|
|---|---|
| CRD # | 105471 |
| SEC # | 801-35657 |
| CIK # | 0000937886 |
| AUM | $5.1 B (2026-03-31) |
| Employees | 31 (55% Investors, 58% Brokers) |
| Phone | 630-577-2300 |
| Address | 3333 Warrenville Road Lisle, IL 60532 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Applied Optoelectronics Inc | 0.2 | ||
| Lumentum Holdings Inc | 0.2 | ||
| Credo Technology Group Holding Ltd | 0.1 | ||
| Digitalocean Holdings Inc | 0.1 | ||
| Sharkninja Inc | 0.1 | ||
| Nova Measuring Instruments Ltd | 0.1 | ||
| Dana Holding Corp | 0.1 | ||
| BrightSpring Health Services Inc | 0.0 | ||
| M/A-Com Technology Solutions Holdings Inc | 0.0 | ||
| Rambus Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Oberweis International Select Fund LLC | [2021-03-31] | 113.7 | 48.8 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 0.0 |
| (b) Individuals (high net worth individuals) | 36 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 3.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 7 | 1.4 |
| (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 | 12 | 0.3 |
| (n) Other | 16 | 0.0 |
| Total | 110 | 5.1 |
| By Discretionary | ||
| Discretionary | 109 | 5.1 |
| Non-Discretionary | 1 | 0.0 |
| Total | 110 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 4.7 | |
| Total | 110 | 5.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Oberweis | 1 | 1 | ||
| Oberweis Asset Management Inc | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
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