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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Rayliant Investment Research
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|---|---|
| CRD # | 306119 |
| SEC # | 801-118201 |
| CIK # | 0001878203 |
| AUM | $167.6 M (2025-04-29) |
| Employees | 34 (32% Investors, 0% Brokers) |
| Phone | 626-407-4581 |
| Address | 5140 Birch Street Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.3 | ||
| Fintech Acquisition Corp II | 1.0 | ||
| H&R Block Inc | 0.7 | ||
| Jackson Financial Inc | 0.7 | ||
| Yelp Inc | 0.3 | ||
| Commscope Holding Company Inc | 0.2 | ||
| Motion Acquisition Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 167.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 167.6 |
| By Discretionary | ||
| Discretionary | 4 | 167.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 167.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.6 | |
| Total | 4 | 167.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001878203] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Costello Financial Planning Inc
✚
|
0.2 | |
|
Integrity Investment Advisors LLC
✚
|
0.2 | |
|
Laughlin Financial LLC
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|
IN | 0.2 |
|
Clarity Wealth Management LLC
✚
|
AZ | 0.2 |
|
Momentum Wealth Planning LLC
✚
|
0.2 | |
|
Calvert Wealth Management Inc
✚
|
MD | 0.2 |
|
Corrales & Company LLC
✚
|
FL | 0.2 |
|
Taurus Capital Advisors LLC
✚
|
OR | 0.2 |
|
Shotwell Rutter Baer Inc
✚
|
MI | 0.2 |
|
Ridge Capital Management LLC
✚
|
GA | 0.2 |