Outfitters Financial LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Outfitters Financial LLC
CRD #291413
SEC #801-112316
CIK #0001846505
AUM 157.7 M (2026-03-24)
Employees 4 (25% Investors, 0% Brokers)
Fees
Minimum
Phone978-865-3787
Address14 Maine St
Brunswick, ME 04011
Source [IAPD] [EDGAR]
Total AUM ($M)
170136102683402010201520212027
Sector Form 13F Holdings Value ($M)
Enterprise Products Partners L P 7.6
Applied Materials Inc /DE 5.0
J P Morgan Chase & Co 4.6
Apple Inc 4.5
Alphabet Inc 4.1
Nvent Electric PLC 4.1
Amazon Com Inc 3.8
Johnson & Johnson 3.8
Facebook Inc 3.6
Wal Mart Stores Inc 3.6
View All
Holdings by Sector ($M)
14011284562802021202320252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 35 10.5
(b) Individuals (high net worth individuals) 23 125.1
(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 3 5.5
(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 3 16.7
(n) Other 0 0.0
Total 64 157.7
By Discretionary
Discretionary 64 157.7
Non-Discretionary 0 0.0
Total 64 157.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 157.7
Total 64 157.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001846505]
Firm Profile (Form ADV)
ServesInstitutional, Retail
Comparable Firms State AUM
The Eideard Group LLC
NH 158.1 M
RG Financial LLC
CA 158.1 M
Perspective Wealth Advisors LLC
CO 158.0 M
M2 Financial LLC
CA 158.0 M
Primary Wealth Management LLC
NE 158.0 M
Hallett Investments LLC
WA 157.9 M
Avocet Capital Management LLC
IL 157.8 M
Strategic Wealth Management LLC
TX 157.8 M
Waypoints Financial LLC
FL 157.7 M
Georgia Wealth Partners LLC
GA 157.5 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com