|
⚲
|
| Keyboard |
| One8Zero8 LLC
✚
|
|
|---|---|
| CRD # | 332702 |
| SEC # | 801-131397 |
| CIK # | 0002053138 |
| AUM | 644.6 M (2026-05-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 336-814-9800 |
| Address | 5 Corporate Center Ct Greensboro, NC 27408 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.2 | ||
| Fortinet Inc | 16.5 | ||
| J P Morgan Chase & Co | 15.2 | ||
| Microsoft Corp | 15.1 | ||
| Johnson & Johnson | 14.5 | ||
| Tetra Tech Inc | 13.6 | ||
| Eaton Corp Ltd | 12.8 | ||
| Alphabet Inc | 9.2 | ||
| Amazon Com Inc | 8.9 | ||
| Blackstone Group LP | 7.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 59.9 |
| (b) Individuals (high net worth individuals) | 113 | 552.5 |
| (c) Banking or thrift institutions | 1 | 1.4 |
| (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 | 3 | 3.2 |
| (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 | 27.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,103 | 644.6 |
| By Discretionary | ||
| Discretionary | 1,102 | 644.0 |
| Non-Discretionary | 1 | 0.6 |
| Total | 1,103 | 644.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 644.6 | |
| Total | 1,103 | 644.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053138] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Weber Asset Management Inc
✚
|
NY | 651.5 M |
|
Xcelsior Advisor Partners LLC
✚
|
650.7 M | |
|
Essex LLC
✚
|
IL | 649.3 M |
|
Act Two Investors LLC
✚
|
647.0 M | |
|
Raab & Moskowitz Asset Management LLC
✚
|
NJ | 642.9 M |
|
The Financial Resource Center Inc
✚
|
IN | 642.5 M |
|
Murphy Pohlad Asset Management LLC
✚
|
MN | 639.7 M |
|
TCFG Investment Advisors LLC
✚
|
CA | 639.4 M |
|
Hemsley Advisors Ltd
✚
|
IL | 638.1 M |
|
Resource Financial Group Ltd
✚
|
IL | 637.4 M |