Retireful LLC

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Assets, Funds, Holdings

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Retireful LLC
CRD #313126
SEC #801-122216
CIK #0001919176
AUM $186.7 M (2025-03-13)
Employees 2 (100% Investors, 0% Brokers)
Phone866-464-6608
Address
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
120096072048024002011201620212026
Sector Form 13F Holdings Value ($M)
Broadcom Inc 2.2
Amphenol Corp /DE/ 1.5
GE Vernova Inc 1.4
Netflix Inc 1.4
Facebook Inc 1.4
Vistra Energy Corp 1.4
Cloudflare Inc 1.3
 
 
 
 
Holdings by Sector ($M)
3502802101407002021202220242026
AUM Breakdown Accounts AUM ($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 5 182.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 4.6
(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 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 6 186.7
By Discretionary
Discretionary 5 147.7
Non-Discretionary 1 39.0
Total 6 186.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 186.7
Total 6 186.7
EDGAR Form CIK 2011 - 2025
13F-HR [0001919176]
Comparable Firms State AUM ($B)
Ivy Lane Capital Management LLC
0.2
Totus Alpha Management PTY Ltd
0.2
1128 Capital LLC
TX 0.2
Dunn Capital Management LLC
FL 0.2
Level One Global Advisors LLC
FL 0.2
IRTH Capital Management LP
NY 0.2
Atlantic Union Municipal Advisors Inc
VA 0.2
Discretionary Management Services LLC
KS 0.2
Sapience Investments LLC
CA 0.2
Avatar Capital Management LLC
WA 0.2
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