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| Prossimo Advisors LLC
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| CRD # | 289347 |
| SEC # | 801-118685 |
| CIK # | 0001965307 |
| AUM | $196.3 M (2025-03-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 805-548-2800 |
| Address | 1150 Osos Street San Luis Obispo, CA 93401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001965307 |
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Microsoft Corp | 9.9 | ||
| Apple Inc | 6.7 | ||
| VISA Inc | 6.5 | ||
| Nvidia Corp | 6.3 | ||
| Amazon Com Inc | 5.4 | ||
| Alphabet Inc | 5.2 | ||
| Costco Wholesale Corp /NEW | 3.8 | ||
| J P Morgan Chase & Co | 2.6 | ||
| Home Depot Inc | 2.4 | ||
| Cintas Corp | 2.1 | ||
| Wal Mart Stores Inc | 2.1 | ||
| Mastercard Inc | 2.0 | ||
| Ingersoll-Rand PLC | 1.8 | ||
| Quanta Services Inc | 1.7 | ||
| Williams Companies Inc | 1.5 | ||
| Metropcs Communications Inc | 1.4 | ||
| Facebook Inc | 1.2 | ||
| Hartford Financial Services Group Inc/DE | 1.2 | ||
| Philip Morris International Inc | 1.1 | ||
| TJX Companies Inc /DE/ | 1.1 | ||
| Tesla Motors Inc | 1.1 | ||
| Procter & Gamble Co | 1.0 | ||
| ASML Holding NV | 1.0 | ||
| Entergy Corp /DE/ | 1.0 | ||
| Paychex Inc | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.5 |
| (b) Individuals (high net worth individuals) | 27 | 170.3 |
| (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 | 3.4 |
| (h) Charitable organizations | 0 | 9.7 |
| (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 | 12.5 |
| (n) Other | 0 | 0.0 |
| Total | 90 | 196.3 |
| By Discretionary | ||
| Discretionary | 90 | 196.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 90 | 196.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.3 | |
| Total | 90 | 196.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965307] |
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|---|---|---|
|
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NC | 0.2 |
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0.2 | |
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MA | 0.2 |
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CA | 0.2 |
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Bischoff Wealth Management Group LLC
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IN | 0.2 |
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Schlindwein Associates LLC
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