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| Happy Holidays!! thanks for using AUM13F!! |
| Objectivity Squared LLC
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| CRD # | 311052 |
| SEC # | 801-119693 |
| CIK # | 0002011113 |
| AUM | $401.1 M (2025-03-20) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 843-212-2805 |
| Address | 701 East Bay Street Charleston, SC 29403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011113 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| USA Compression Partners LP | 5.4 | ||
| MPLX LP | 4.9 | ||
| Alphabet Inc | 3.5 | ||
| Apple Inc | 3.1 | ||
| Amazon Com Inc | 2.3 | ||
| Uber Technologies Inc | 2.2 | ||
| Boeing Co | 1.9 | ||
| Nvidia Corp | 1.6 | ||
| Exxon Mobil Corp | 1.6 | ||
| Spotify Technology Sa | 1.5 | ||
| Enterprise Products Partners L P | 1.4 | ||
| Microsoft Corp | 1.4 | ||
| Vistra Energy Corp | 1.0 | ||
| Airbnb Inc | 0.9 | ||
| Denali Holding Inc | 0.7 | ||
| Quanta Services Inc | 0.6 | ||
| Shopify Inc | 0.6 | ||
| Affinity Bancshares Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 83.0 |
| (b) Individuals (high net worth individuals) | 46 | 258.0 |
| (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 | 0 | 7.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 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 | 4 | 52.3 |
| (n) Other | 4 | 0.1 |
| Total | 1,367 | 401.1 |
| By Discretionary | ||
| Discretionary | 1,367 | 401.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,367 | 401.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.1 | |
| Total | 1,367 | 401.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011113] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Concorde Financial Corporation
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|
TX | 0.4 |
|
Signature Wealth Management Group LLC
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|
GA | 0.4 |
|
Accretive Wealth Partners LLC
✚
|
NJ | 0.4 |
|
WealthEdge Investment Advisors LLC
✚
|
NY | 0.4 |
|
Thayer Partners LLC
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|
0.4 | |
|
Wealth Advisors of Tampa Bay LLC
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|
FL | 0.4 |
|
Roth Financial Partners LLC
✚
|
TX | 0.4 |
|
Seascape Capital Management LLC
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|
NH | 0.4 |
|
Abel Hall LLC
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|
LA | 0.4 |
|
Pitzl Financial LLC
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|
MN | 0.4 |