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| Happy Holidays!! thanks for using AUM13F!! |
| Rappaport Reiches Capital Management LLC
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|---|---|
| CRD # | 137021 |
| SEC # | 801-67542 |
| CIK # | 0001990195 |
| AUM | $1.1 B (2025-03-26) |
| Employees | 15 (87% Investors, 0% Brokers) |
| Phone | 847-832-0030 |
| Address | 5202 Old Orchard Road Skokie, IL 60077 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 23.6 | ||
| Nvidia Corp | 8.2 | ||
| CME Group Inc | 7.2 | ||
| Microsoft Corp | 3.8 | ||
| Netflix Inc | 3.2 | ||
| Amazon Com Inc | 2.4 | ||
| Alphabet Inc | 2.4 | ||
| Facebook Inc | 2.1 | ||
| AbbVie Inc | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 73.3 |
| (b) Individuals (high net worth individuals) | 260 | 1,013.8 |
| (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 | 2.4 |
| (h) Charitable organizations | 11 | 36.7 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,818 | 1,126.2 |
| By Discretionary | ||
| Discretionary | 1,818 | 1,126.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,818 | 1,126.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.9 | |
| United States Persons | 1,119.3 | |
| Total | 1,818 | 1,126.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001990195] |
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1.1 |