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| Prudent Man Advisors LLC
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| |
|---|---|
| CRD # | 301973 |
| SEC # | 801-115313 |
| CIK # | 0001817174 |
| AUM | $27.0 BB (2024-03-12) |
| Employees | 73 (88% Investors, 74% Brokers) |
| Phone | 630-657-6400 |
| Address | 2135 Citygate Lane Naperville, IL 60563 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 6.5 | |
| AAPL | 2,382,844.0 | 6.0 | |
| NVDA | 399,550.0 | 4.4 | |
| JPM | 340,169.2 | 4.1 | |
| AMZN | 1,092,997.8 | 3.3 | |
| GOOG | 1,482,566.4 | 2.6 | |
| AVGO | 201,282.9 | 2.6 | |
| MRK | 232,371.9 | 2.5 | |
| PLD | 88,071.4 | 2.2 | |
| MS | 136,724.0 | 2.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 0.0 |
| (b) Individuals (high net worth individuals) | 10 | 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 | 13 | 24.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 0.0 |
| (i) State or municipal government entities | 91 | 1.0 |
| (j) Other investment advisers | 2 | 0.1 |
| (k) Insurance companies | 13 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.8 |
| (n) Other | 2 | 0.0 |
| Total | 499 | 27.0 |
| By Discretionary | ||
| Discretionary | 489 | 25.2 |
| Non-Discretionary | 10 | 1.8 |
| Total | 499 | 27.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 27.0 | |
| Total | 499 | 27.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001817174] |
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|---|---|---|
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