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| Happy Holidays!! thanks for using AUM13F!! |
| Richardson Capital Management LLC
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| CRD # | 130985 |
| SEC # | 801-63149 |
| CIK # | 0001621646 |
| AUM | $526.5 M (2025-03-24) |
| Employees | 8 (88% Investors, 12% Brokers) |
| Phone | 262-255-4100 |
| Address | W134 N8688 Executive Parkway Menomonee Falls, WI 53051 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001621646 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.4 | ||
| Alphabet Inc | 0.4 | ||
| J P Morgan Chase & Co | 0.4 | ||
| ARK 21Shares Bitcoin ETF | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 43.6 |
| (b) Individuals (high net worth individuals) | 139 | 482.3 |
| (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 | 0.5 |
| (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 | 233 | 526.5 |
| By Discretionary | ||
| Discretionary | 81 | 409.5 |
| Non-Discretionary | 152 | 117.0 |
| Total | 233 | 526.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 526.5 | |
| Total | 233 | 526.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001621646] |
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