|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Oxbow Advisors LLC
✚
|
|
|---|---|
| CRD # | 156393 |
| SEC # | 801-72387 |
| CIK # | 0001564770 |
| AUM | $2.1 B (2025-07-16) |
| Employees | 13 (77% Investors, 46% Brokers) |
| Phone | 512-386-1088 |
| Address | 200 West 6th Street Austin, TX 78701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 59.0 | ||
| Enterprise Products Partners L P | 41.6 | ||
| Microsoft Corp | 41.1 | ||
| Apple Inc | 27.0 | ||
| Alphabet Inc | 25.2 | ||
| MPLX LP | 20.7 | ||
| Agnico Eagle Mines Ltd | 20.4 | ||
| Moodys Corp /DE/ | 16.2 | ||
| Royal Gold Inc | 15.3 | ||
| Conocophillips | 14.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 0.2 |
| (b) Individuals (high net worth individuals) | 314 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 9 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 45 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,625 | 2.1 |
| By Discretionary | ||
| Discretionary | 1,625 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,625 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 1,625 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001564770] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Westfuller Advisors LLC
✚
|
NY | 2.1 |
|
Ellevest Inc
✚
|
NY | 2.1 |
|
JB Capital LLC
✚
|
CT | 2.1 |
|
First Citizens Investor Services Inc
✚
|
NC | 2.1 |
|
Vestor Capital LLC
✚
|
IL | 2.1 |
|
Hub Investment Advisors Inc
✚
|
NE | 2.1 |
|
Verus Capital Partners LLC
✚
|
AZ | 2.1 |
|
Howe and Rusling Inc
✚
|
NY | 2.0 |
|
The Forum Finance Group Sa
✚
|
2.0 | |
|
Smith Anglin Financial LLC
✚
|
TX | 2.0 |