|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Prospect Hill Management LLC
✚
|
|
|---|---|
| CRD # | 134080 |
| SEC # | 801-121067 |
| CIK # | 0001837320 |
| AUM | $234.2 M (2025-03-07) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 908-277-0159 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001837320 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 104.0 | ||
| Tesla Motors Inc | 31.9 | ||
| Amazon Com Inc | 11.2 | ||
| Netflix Inc | 8.3 | ||
| Intuitive Surgical Inc | 8.2 | ||
| Bank of America Corp /DE/ | 5.6 | ||
| Alphabet Inc | 5.3 | ||
| Nvidia Corp | 5.0 | ||
| Alphabet Inc | 4.8 | ||
| Mastercard Inc | 4.0 | ||
| NXP Semiconductors NV | 1.3 | ||
| Thermo Fisher Scientific Inc | 1.3 | ||
| Facebook Inc | 1.3 | ||
| ARM Holdings PLC /UK | 1.0 | ||
| American Express Co | 0.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.2 |
| (b) Individuals (high net worth individuals) | 36 | 192.6 |
| (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 | 1 | 41.5 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 40 | 234.2 |
| By Discretionary | ||
| Discretionary | 40 | 234.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 40 | 234.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.2 | |
| Total | 40 | 234.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001837320] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alpha Analytics Investment Group LLC
✚
|
CA | 0.2 |
|
Alliance Wealth Management Partners LLC
✚
|
TN | 0.2 |
|
Silver Lake Capital Partners LLC
✚
|
TX | 0.2 |
|
Cypress Capital Wealth Management LLC
✚
|
MI | 0.2 |
|
Checks & Balances Inc
✚
|
GA | 0.2 |
|
Mount Vernon Associates Inc
✚
|
MD | 0.2 |
|
Kaizen Financial Strategies LLC
✚
|
CA | 0.2 |
|
True Vision MN LLC
✚
|
MN | 0.2 |
|
Sundvold Capital Management LLC
✚
|
MO | 0.2 |
|
LotusGroup Advisors LLC
✚
|
CO | 0.2 |