|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Oberweis Asset Management Inc
✚
|
|
|---|---|
| CRD # | 105471 |
| SEC # | 801-35657 |
| CIK # | 0000937886 |
| AUM | $3.9 B (2025-03-31) |
| Employees | 30 (53% Investors, 57% Brokers) |
| Phone | 630-577-2300 |
| Address | 3333 Warrenville Road Lisle, IL 60532 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000937886 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Credo Technology Group Holding Ltd | 0.1 | |
| R&R Acquisition VI Inc | 0.1 | |
| Applied Optoelectronics Inc | 0.0 | |
| Sharkninja Inc | 0.0 | |
| Healthsouth Corp | 0.0 | |
| Sportradar Group AG | 0.0 | |
| Ambarella Inc | 0.0 | |
| Itron Inc /WA/ | 0.0 | |
| Frontdoor Inc | 0.0 | |
| Skywest Inc | 0.0 | |
| Rambus Inc | 0.0 | |
| Nova Measuring Instruments Ltd | 0.0 | |
| Freshworks Inc | 0.0 | |
| Waystar Holding Corp | 0.0 | |
| Flowserve Corp | 0.0 | |
| Q2 Holdings Inc | 0.0 | |
| Clean Harbors Inc | 0.0 | |
| K12 Inc | 0.0 | |
| M/A-Com Technology Solutions Holdings Inc | 0.0 | |
| Lumentum Holdings Inc | 0.0 | |
| Fabrinet | 0.0 | |
| Life Time Group Holdings Inc | 0.0 | |
| American Superconductor Corp /DE/ | 0.0 | |
| OSI Systems Inc | 0.0 | |
| WMI Holdings Corp | 0.0 | |
| Carpenter Technology Corp | 0.0 | |
| Box Inc | 0.0 | |
| Commvault Systems Inc | 0.0 | |
| Mercury Computer Systems Inc | 0.0 | |
| Pegasystems Inc | 0.0 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Oberweis International Select Fund LLC | [2021-03-31] | 113.7 | 37.7 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 0.0 |
| (b) Individuals (high net worth individuals) | 36 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 2.5 |
| (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 | 1.1 |
| (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 | 16 | 0.0 |
| Total | 110 | 3.9 |
| By Discretionary | ||
| Discretionary | 109 | 3.9 |
| Non-Discretionary | 1 | 0.0 |
| Total | 110 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 3.7 | |
| Total | 110 | 3.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Oberweis Asset Management Inc | 1 | ||
| James Oberweis | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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 ($B) |
|---|---|---|
|
New Century Advisors LLC
✚
|
MD | 4.0 |
|
Karpus Management Inc
✚
|
NY | 4.0 |
|
New Frontier Advisors LLC
✚
|
MA | 3.9 |
|
Schechter Investment Advisors LLC
✚
|
MI | 3.9 |
|
Daymark Wealth Partners LLC
✚
|
OH | 3.9 |
|
Verdence Capital Advisors LLC
✚
|
MD | 3.9 |
|
Bragg Financial Advisors Inc
✚
|
NC | 3.9 |
|
Systematic Financial Management LP
✚
|
NJ | 3.9 |
|
Argent Capital Management LLC
✚
|
MO | 3.9 |
|
Crossingbridge Advisors LLC
✚
|
NY | 3.9 |