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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Prudent Man Advisors LLC
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|---|---|
| CRD # | 301973 |
| SEC # | 801-115313 |
| CIK # | 0001817174 |
| AUM | $27.8 B (2025-07-14) |
| Employees | 79 (85% Investors, 66% Brokers) |
| Phone | 630-657-6400 |
| Address | 2135 Citygate Lane Naperville, IL 60563 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.5 | ||
| Nvidia Corp | 8.1 | ||
| Apple Inc | 6.9 | ||
| J P Morgan Chase & Co | 5.5 | ||
| Amazon Com Inc | 4.8 | ||
| Broadcom Inc | 3.9 | ||
| Alphabet Inc | 3.5 | ||
| Philip Morris International Inc | 3.3 | ||
| BlackRock Inc | 2.5 | ||
| Morgan Stanley | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 0.0 |
| (b) Individuals (high net worth individuals) | 8 | 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 | 12 | 24.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 105 | 1.6 |
| (j) Other investment advisers | 2 | 0.0 |
| (k) Insurance companies | 12 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.0 |
| (n) Other | 1 | 0.0 |
| Total | 504 | 27.8 |
| By Discretionary | ||
| Discretionary | 489 | 25.8 |
| Non-Discretionary | 15 | 2.0 |
| Total | 504 | 27.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 27.8 | |
| Total | 504 | 27.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001817174] |
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IL | 29.3 |
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Ameritas Investment Partners Inc
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FL | 26.5 |
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PNC Investments LLC
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Valic Financial Advisors Inc
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TX | 26.4 |
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Government Portfolio Advisors LLC
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OR | 25.9 |