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⚲
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| Purkiss Capital Advisors LLC
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|
|
|---|---|
| CRD # | 124324 |
| SEC # | 801-64777 |
| CIK # | 0002053150 |
| AUM | $842.2 M (2026-05-19) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 203-431-5862 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 16.5 | ||
| Apple Inc | 12.3 | ||
| Microsoft Corp | 8.6 | ||
| Nvidia Corp | 5.7 | ||
| Broadcom Inc | 5.1 | ||
| Alphabet Inc | 5.1 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Amazon Com Inc | 3.9 | ||
| Alphabet Inc | 3.6 | ||
| Johnson & Johnson | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 252 | 129.6 |
| (b) Individuals (high net worth individuals) | 157 | 712.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,246 | 842.2 |
| By Discretionary | ||
| Discretionary | 1,246 | 842.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,246 | 842.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 842.2 | |
| Total | 1,246 | 842.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053150] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oakworth Asset Management LLC
✚
|
AL | 0.8 |
|
Integrated Quantitative Investments LLC
✚
|
WA | 0.8 |
|
Lincoln Capital LLC
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|
NE | 0.8 |
|
American Money Management LLC
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|
CA | 0.8 |
|
Claremont Capital Management LLC
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|
AZ | 0.8 |
|
Inlight Wealth Management LLC
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|
GA | 0.8 |
|
Donald L Hagan LLC
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|
FL | 0.8 |
|
Loomis Capital Management LP
✚
|
0.8 | |
|
TFB Advisors LLC
✚
|
KS | 0.8 |
|
Acansa Investment Management Group LLC
✚
|
VA | 0.8 |