⚲
|
Reliant Investment Management LLC
✚
|
|
---|---|
CRD # | 111220 |
SEC # | 801-60115 |
CIK # | 0001517429 |
AUM | $1.4 BB (2023-03-29) |
Employees | 10 (70% Investors, 0% Brokers) |
Phone | 901-843-0600 |
Address | 1715 Aaron Brenner Drive Memphis, TN 38120-1446 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 7.4 | |
AVGO | 201,282.9 | 7.0 | |
TMO | 209,733.6 | 6.9 | |
SLB | 52,255.6 | 6.5 | |
COP | 123,162.3 | 5.7 | |
PEP | 226,773.9 | 5.5 | |
HD | 277,648.0 | 5.5 | |
UNH | 477,004.0 | 5.3 | |
ADM | 42,760.2 | 5.1 | |
PWR | 17,834.3 | 4.9 | |
View All |
Holdings by Sector ($MM) |
---|
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Red Rock Fund LP | 2012-03-08 | 4.4 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 233 | 374.6 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(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 | 11.1 |
(h) Charitable organizations | 8 | 46.7 |
(i) State or municipal government entities | 14 | 599.1 |
(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 | 7 | 391.5 |
(n) Other | 0 | 0.0 |
Total | 509 | 1,423.0 |
By Discretionary | ||
Discretionary | 508 | 1,411.9 |
Non-Discretionary | 1 | 11.1 |
Total | 509 | 1,423.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,423.0 | |
Total | 509 | 1,423.0 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001517429] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Cabana LLC
✚
|
AR | 1.5 |
Basso Capital Management LP
✚
|
CT | 1.5 |
Cyndeo Wealth Partners LLC
✚
|
FL | 1.5 |
Quantinno Capital Management LP
✚
|
NY | 1.4 |
Anfield Capital Management LLC
✚
|
CA | 1.4 |
ES Barr & Company
✚
|
KY | 1.4 |
Check Capital Management Inc
✚
|
CA | 1.4 |
McDonald Capital Investors Inc
✚
|
CA | 1.4 |
Asset Value Investors Limited
✚
|
1.4 | |
ARS Investment Partners LLC
✚
|
NY | 1.4 |