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| Rise Advisors LLC
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|
|
|---|---|
| CRD # | 309760 |
| SEC # | 801-119066 |
| CIK # | 0001831316 |
| AUM | $250.1 MM (2024-03-01) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 585-565-3444 |
| Address | 400 Linden Oaks Rochester, NY 14625 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 3.1 | |
| PYPL | 83,170.4 | 2.7 | |
| MSFT | 1,918,222.4 | 2.4 | |
| AMZN | 1,092,997.8 | 1.9 | |
| GOOG | 1,482,566.4 | 1.5 | |
| XOM | 385,508.3 | 1.0 | |
| AAPL | 2,382,844.0 | 0.9 | |
| TMP | 1,031.5 | 0.8 | |
| META | 434,852.0 | 0.7 | |
| MRK | 232,371.9 | 0.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 258 | 95.7 |
| (b) Individuals (high net worth individuals) | 157 | 139.3 |
| (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 | 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 | 10 | 15.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,153 | 250.1 |
| By Discretionary | ||
| Discretionary | 965 | 225.1 |
| Non-Discretionary | 188 | 25.0 |
| Total | 1,153 | 250.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.1 | |
| Total | 1,153 | 250.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001831316] |
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