Private Advisors LLC
- Assets, Funds, Holdings
Private Advisors LLC
|
CRD # | 109247 |
SEC # | 801-55696 |
CIK # | 0001597690, 0001766226, 0001766909, 0001640420, 0001332748 |
AUM |
|
Employees |
69 (54% Investors, 36% Brokers)
|
Phone | 804-289-6000 |
Address | Riverfront Plaza West Richmond, VA 23219 |
Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
Total AUM ($BB)
|
|
Sector |
Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
|
AAPL
|
2,382,844.0 |
9.3 |
|
MSFT
|
1,918,222.4 |
7.1 |
|
LLY
|
301,789.7 |
6.2 |
|
RIO
|
102,512.8 |
2.5 |
|
TSCO
|
21,844.9 |
2.5 |
|
UNH
|
477,004.0 |
2.2 |
|
TSM
|
437,370.3 |
2.0 |
|
CAT
|
99,975.7 |
1.9 |
|
AMD
|
131,458.5 |
1.8 |
|
PANW
|
49,011.6 |
1.7 |
View All
|
Holdings by Sector ($MM) |
|
AUM Breakdown |
Accounts |
AUM ($BB) |
By Client Type |
(a) Individuals (other than high net worth individuals) |
0
|
0.0 |
(b) Individuals (high net worth individuals) |
0
|
0.0 |
(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 |
41 |
4.3 |
(g) Pension and profit sharing plans |
0 |
0.0 |
(h) Charitable organizations |
0 |
0.1 |
(i) State or municipal government entities |
0 |
0.0 |
(j) Other investment advisers |
0 |
0.4 |
(k) Insurance companies |
0 |
0.4 |
(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 |
45 |
5.2 |
By Discretionary |
Discretionary |
36 |
4.3 |
Non-Discretionary |
9 |
0.9 |
Total |
45 |
5.2 |
By Non-United States Persons |
Non-United States Persons |
|
0.6 |
United States Persons |
|
4.7 |
Total |
45 |
5.2 |
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