|
⚲
|
| Quarry Hill Advisors LLC
✚
|
|
|---|---|
| CRD # | 288334 |
| SEC # | 801-122010 |
| CIK # | 0001965346 |
| AUM | $394.8 M (2026-01-14) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 612-440-0318 |
| Address | 550 Vandalia Street Saint Paul, MN 55114 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| PIMCO Dynamic Income Fund | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 43.9 |
| (b) Individuals (high net worth individuals) | 132 | 349.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,048 | 394.8 |
| By Discretionary | ||
| Discretionary | 980 | 370.9 |
| Non-Discretionary | 68 | 24.0 |
| Total | 1,048 | 394.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 393.7 | |
| Total | 1,048 | 394.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965346] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Galapagos Advisory LLC
✚
|
FL | 0.4 |
|
Mann Financial Services Inc
✚
|
MN | 0.4 |
|
Kiker Wealth Management LLC
✚
|
GA | 0.4 |
|
Gen-Wealth Partners Inc
✚
|
MI | 0.4 |
|
Hunter Lewis LLC
✚
|
VA | 0.4 |
|
Cargile Investment Management Inc
✚
|
TX | 0.4 |
|
The Retirement Planning Company of New England Inc
✚
|
RI | 0.4 |
|
Vawter Financial Ltd
✚
|
OH | 0.4 |
|
Integrity Investment Advisors LLC
✚
|
0.4 | |
|
MN Wealth Advisors LLC
✚
|
KS | 0.4 |