|
⚲
|
| Peninsula Wealth LLC
✚
| |
|---|---|
| CRD # | 152436 |
| SEC # | 801-71025 |
| CIK # | 0001600052 |
| AUM | $623.1 MM (2024-05-09) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 415-678-5360 |
| Address | 350 Townsend Street San Francisco, CA 94107 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SNOW | 45,730.1 | 63.5 | |
| ORCL | 182,760.6 | 47.8 | |
| NVDA | 399,550.0 | 22.1 | |
| AAPL | 2,382,844.0 | 11.8 | |
| MSFT | 1,918,222.4 | 4.7 | |
| SNPS | 46,452.5 | 2.6 | |
| GILD | 78,030.8 | 2.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 116 | 623.1 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 901 | 623.1 |
| By Discretionary | ||
| Discretionary | 901 | 623.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 901 | 623.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.0 | |
| United States Persons | 613.1 | |
| Total | 901 | 623.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001600052] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SSA Swiss Advisors AG
✚
|
0.6 | |
|
Delta Investment Management LLC
✚
|
CA | 0.6 |
|
Warner Financial Inc
✚
|
MD | 0.6 |
|
Legacy Edge Advisors LLC
✚
|
NY | 0.6 |
|
Unique Wealth LLC
✚
|
FL | 0.6 |
|
B&D White Capital Company LLC
✚
|
TX | 0.6 |
|
Kaydan Wealth Management Inc
✚
|
MI | 0.6 |
|
Stevens Foster Financial Services Inc
✚
|
MN | 0.6 |
|
RBO & Co LLC
✚
|
CA | 0.6 |
|
TSG Advice Partners LLC
✚
|
OH | 0.6 |