ODER Investment Management LLC

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Assets, Funds, Holdings

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ODER Investment Management LLC
CRD #134506
SEC #801-110656
CIK #0001845109
AUM $281.3 MM (2024-03-06)
Employees 6 (100% Investors, 0% Brokers)
Phone818-676-0036
Address21300 Victory Blvd
Woodland Hills, CA 91367
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002003201020172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 9.0
AMZN 1,092,997.8 5.4
GOOGL 1,475,138.5 3.6
MSFT 1,918,222.4 3.4
TSLA 723,390.3 2.5
JPM 340,169.2 2.2
FTHY 528.1 2.0
HOOD 7,728.8 1.9
PLTR 19,053.8 1.8
IBM 127,593.9 1.4
View All
Holdings by Sector ($MM)
1209672482402020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 123 58.5
(b) Individuals (high net worth individuals) 55 190.5
(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 24 22.7
(h) Charitable organizations 0 6.7
(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 2.9
(n) Other 0 0.0
Total 583 281.3
By Discretionary
Discretionary 574 263.2
Non-Discretionary 9 18.1
Total 583 281.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 281.3
Total 583 281.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001845109]
Comparable Firms State AUM ($BB)
Strategic Wealth Advisors LLC
AZ 0.3
Promethium Advisors LLC
MD 0.3
Kirkwood Financial Services
TX 0.3
Palm Valley Capital Management LLC
FL 0.3
Paragon Financial Partners Inc
CA 0.3
Paragon Financial Services
VA 0.3
Highview Capital Management LLC
IL 0.3
The Money Advisor Group LLC
GA 0.3
Heritage Financial LLC
VA 0.3
Walpole Financial Advisors LLC
CA 0.3
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