|
⚲
|
| Red Tortoise LLC
✚
| |
|---|---|
| CRD # | 282509 |
| SEC # | 801-112539 |
| CIK # | 0001910488 |
| AUM | $357.5 MM (2024-03-15) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 833-666-1200 |
| Address | 5555 Glenridge Connector Atlanta, GA 30342 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| BAC | 278,315.2 | 2.1 | |
| MSFT | 1,918,222.4 | 1.9 | |
| HD | 277,648.0 | 1.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 28.1 |
| (b) Individuals (high net worth individuals) | 43 | 220.1 |
| (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 | 1 | 66.8 |
| (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 | 4 | 42.6 |
| (n) Other | 0 | 0.0 |
| Total | 270 | 357.5 |
| By Discretionary | ||
| Discretionary | 264 | 355.9 |
| Non-Discretionary | 6 | 1.6 |
| Total | 270 | 357.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 357.5 | |
| Total | 270 | 357.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001910488] |
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|---|---|---|
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IVC Wealth Advisors LLC
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PA | 0.4 |
|
William Madison Advisors Inc
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TX | 0.4 |
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|
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