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hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
ODER Investment Management LLC
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CRD # | 134506 |
SEC # | 801-110656 |
CIK # | 0001845109 |
AUM | $319.3 M (2025-02-27) |
Employees | 6 (100% Investors, 0% Brokers) |
Phone | 818-676-0036 |
Address | 21300 Victory Blvd Woodland Hills, CA 91367 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($M) |
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Sector | Form 13F Holdings | Value ($M) | |
---|---|---|---|
Apple Inc | 8.6 | ||
Palantir Technologies Inc | 6.7 | ||
Amazon Com Inc | 6.2 | ||
Robinhood Markets Inc | 5.3 | ||
Microsoft Corp | 3.8 | ||
Tesla Motors Inc | 3.8 | ||
Alphabet Inc | 3.4 | ||
J P Morgan Chase & Co | 3.1 | ||
Nvidia Corp | 2.5 | ||
First Trust High Yield Opportunities 2027 Term Fund | 2.3 | ||
View All |
Holdings by Sector ($M) |
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AUM Breakdown | Accounts | AUM ($M) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 111 | 57.1 |
(b) Individuals (high net worth individuals) | 61 | 223.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 15 | 27.6 |
(h) Charitable organizations | 0 | 7.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 6 | 3.6 |
(n) Other | 0 | 0.0 |
Total | 599 | 319.3 |
By Discretionary | ||
Discretionary | 589 | 296.6 |
Non-Discretionary | 10 | 22.8 |
Total | 599 | 319.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 319.3 | |
Total | 599 | 319.3 |
EDGAR Form | CIK | 2011 - 2025 |
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13F-HR | [0001845109] |
Comparable Firms | State | AUM ($B) |
---|---|---|
MPWM Advisory Solutions LLC
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GA | 0.3 |
Thomas Wright Asset Management Inc
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PR | 0.3 |
UniWealth Advisors Inc
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0.3 | |
Dean Financial Services LLC
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OH | 0.3 |
Greenfield Seitz Capital Management LLC
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|
TX | 0.3 |
Bill OPP Fixed Income Advisory Service LLC
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0.3 | |
Livelife Capital Partners LLC
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MA | 0.3 |
Sharper & Granite LLC
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CA | 0.3 |
Florida Financial Advisors LLC
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FL | 0.3 |
Motive Wealth Advisors LLC
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MI | 0.3 |