|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Rexford Capital Inc
✚
|
|
|---|---|
| CRD # | 128227 |
| SEC # | 801-132164 |
| CIK # | 0002081847 |
| AUM | $128.1 M (2025-05-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 713-838-8383 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.9 | ||
| KLA Tencor Corp | 2.9 | ||
| Apple Inc | 2.8 | ||
| Oracle Corp | 2.6 | ||
| Caterpillar Inc | 2.5 | ||
| Royal Caribbean Cruises Ltd | 2.1 | ||
| Wal Mart Stores Inc | 1.8 | ||
| Motorola Inc | 1.6 | ||
| Garmin Ltd | 1.5 | ||
| Amgen Inc | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 3.4 |
| (b) Individuals (high net worth individuals) | 40 | 124.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 188 | 128.1 |
| By Discretionary | ||
| Discretionary | 188 | 128.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 188 | 128.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.1 | |
| Total | 188 | 128.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002081847] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tactivest LLC
✚
|
0.1 | |
|
Brett Josey Wealth Management LLC
✚
|
0.1 | |
|
Mutual Trust Advisory Group Inc
✚
|
FL | 0.1 |
|
Worthington Financial Partners LLC
✚
|
OH | 0.1 |
|
Wagner Financial LLC
✚
|
OR | 0.1 |
|
JJSA Advisor Ltd
✚
|
VA | 0.1 |
|
Elite Life Management LLC
✚
|
PA | 0.1 |
|
Turner Capital Investments LLC
✚
|
TX | 0.1 |
|
Ascension Wealth Partners LLC
✚
|
CA | 0.1 |
|
Cyr Financial Inc
✚
|
IL | 0.1 |