|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| October Effect Ltd
✚
|
|
|---|---|
| CRD # | 281369 |
| SEC # | 801-132795 |
| CIK # | 0002078353 |
| AUM | $111.7 M (2025-04-16) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 757-390-3341 |
| Address | One Columbus Center, Suite 651A Virginia Beach, VA 23462 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002078353 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.1 | ||
| Facebook Inc | 7.5 | ||
| Palantir Technologies Inc | 5.3 | ||
| Vistra Energy Corp | 4.3 | ||
| Reddit Inc | 3.9 | ||
| Cormedix Inc | 3.8 | ||
| Advanced Micro Devices Inc | 3.6 | ||
| GE Vernova Inc | 2.9 | ||
| General Electric Co | 1.4 | ||
| Amazon Com Inc | 1.2 | ||
| Anavex Life Sciences Corp | 1.1 | ||
| Abercrombie & Fitch Co /DE/ | 1.0 | ||
| Gilead Sciences Inc | 0.8 | ||
| Global MOFY Metaverse Ltd | 0.7 | ||
| Altria Group Inc | 0.6 | ||
| PepsiCo Inc | 0.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 570 | 79.9 |
| (b) Individuals (high net worth individuals) | 18 | 31.8 |
| (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 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 588 | 111.7 |
| By Discretionary | ||
| Discretionary | 588 | 111.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 588 | 111.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.7 | |
| Total | 588 | 111.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002078353] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Sherry Group Inc
✚
|
AR | 0.1 |
|
MFG Wealth Management Inc
✚
|
IN | 0.1 |
|
Enduring Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Carolina Strategy LLC
✚
|
0.1 | |
|
Main Line Group Wealth Management LLC
✚
|
0.1 | |
|
Ralicki & Company PA
✚
|
FL | 0.1 |
|
Purewater Capital LLC
✚
|
TX | 0.1 |
|
Savior LLC
✚
|
MA | 0.1 |
|
Vida Wealth Partners Inc
✚
|
CA | 0.1 |
|
The Hajdari Group LLC
✚
|
NY | 0.1 |