|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| PER Stirling Capital Management LLC
✚
|
|
|---|---|
| CRD # | 151671 |
| SEC # | 801-70707 |
| CIK # | 0001689933 |
| AUM | $1.4 B (2025-03-28) |
| Employees | 30 (100% Investors, 53% Brokers) |
| Phone | 512-628-2300 |
| Address | 4800 Bee Caves Road Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001689933 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 561 | 241.5 |
| (b) Individuals (high net worth individuals) | 432 | 1,049.3 |
| (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 | 2.4 |
| (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 | 29 | 94.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,584 | 1,387.2 |
| By Discretionary | ||
| Discretionary | 3,584 | 1,387.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,584 | 1,387.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,387.2 | |
| Total | 3,584 | 1,387.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001689933] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MT Asset Management LLC
✚
|
NJ | 1.4 |
|
LRI Investments LLC
✚
|
FL | 1.4 |
|
Bouchey Financial Group Ltd
✚
|
NY | 1.4 |
|
Maren Capital LLC
✚
|
IL | 1.4 |
|
Fiduciary Wealth Partners LLC
✚
|
MA | 1.4 |
|
Penobscot Investment Management Company Inc
✚
|
MA | 1.4 |
|
Rollins Financial Advisors LLC
✚
|
GA | 1.4 |
|
Capital Planning Advisors LLC
✚
|
CA | 1.4 |
|
Millennium Investment and Retirement Advisors LLC
✚
|
1.4 | |
|
Asset Risk Consultants UK Limited
✚
|
1.4 |