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| Happy Holidays!! thanks for using AUM13F!! |
| Ohiggins Asset Management Inc
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| CRD # | 107194 |
| SEC # | 801-119691 |
| CIK # | |
| AUM | $152.3 M (2025-03-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 305-861-1883 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | MOAR Fund Ltd Previously MOIS Fund LP | 2012-02-02 | 3.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 4.0 |
| (b) Individuals (high net worth individuals) | 12 | 5.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 96.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 46.1 |
| (n) Other | 0 | 0.0 |
| Total | 75 | 152.3 |
| By Discretionary | ||
| Discretionary | 74 | 55.8 |
| Non-Discretionary | 1 | 96.5 |
| Total | 75 | 152.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 151.7 | |
| Total | 75 | 152.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alan B Lancz & Associates Inc
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|
OH | 0.2 |
|
William B Walkup & Associates Inc
✚
|
SC | 0.2 |
|
Clearpath Capital Partners LLC
✚
|
0.2 | |
|
Paragon Capital Management Inc
✚
|
UT | 0.2 |
|
Kingsbury Capital Investment Advisors LLC
✚
|
0.2 | |
|
Peak Capital Management LLC
✚
|
CO | 0.1 |
|
OCM Private Wealth LLC
✚
|
IL | 0.1 |
|
Elevage Partners LLC
✚
|
NV | 0.1 |
|
V3Limited LLC
✚
|
PA | 0.1 |
|
Trent Capital Management Inc
✚
|
NC | 0.1 |