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| Happy Holidays!! thanks for using AUM13F!! |
| Prairiewood Capital LLC
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| CRD # | 149007 |
| SEC # | 801-118221 |
| CIK # | 0001839695 |
| AUM | $274.0 M (2025-05-16) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 701-234-0521 |
| Address | 3175 Sienna Dr S Fargo, ND 58104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001839695 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadstone Net Lease Inc | 5.5 | ||
| Golub Capital BDC Inc | 5.0 | ||
| Realty Income Corp | 5.0 | ||
| Carey W P & Co LLC | 4.9 | ||
| Ares Capital Corp | 4.8 | ||
| Owl Rock Capital Corp | 4.6 | ||
| Career Education Corp | 2.6 | ||
| Microsoft Corp | 2.3 | ||
| Bank of America Corp /DE/ | 1.5 | ||
| Hewlett Packard Co | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 48.6 |
| (b) Individuals (high net worth individuals) | 81 | 214.4 |
| (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 | 8 | 11.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 938 | 274.0 |
| By Discretionary | ||
| Discretionary | 938 | 274.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 938 | 274.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 273.3 | |
| Total | 938 | 274.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001839695] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MKT and Associates LLC
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|
WA | 0.3 |
|
CDM Financial Counseling Services Inc
✚
|
CT | 0.3 |
|
Elios Financial Group Inc
✚
|
OH | 0.3 |
|
DKM Wealth Management Inc
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|
CA | 0.3 |
|
Christensen King & Associates Investment Services Inc
✚
|
WA | 0.3 |
|
Trace Wealth Advisors LLC
✚
|
0.3 | |
|
Victoria Capital Management Inc
✚
|
SC | 0.3 |
|
Robertson Investment Management
✚
|
TX | 0.3 |
|
First Financial Group Corporation
✚
|
NC | 0.3 |
|
Apricus Wealth LLC
✚
|
SC | 0.3 |