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| Robbins Farley LLC
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|
|---|---|
| CRD # | 286581 |
| SEC # | 801-118427 |
| CIK # | 0001847820 |
| AUM | $136.6 MM (2023-03-22) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 603-703-0255 |
| Address | 6 Bedford Farms Drive Bedford, NH 03110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AVGO | 201,282.9 | 4.5 | |
| MSFT | 1,918,222.4 | 4.0 | |
| MLM | 18,860.2 | 3.8 | |
| HD | 277,648.0 | 3.6 | |
| AAPL | 2,382,844.0 | 3.6 | |
| JCI | 33,698.2 | 3.5 | |
| TJX | 67,345.6 | 3.4 | |
| CAT | 99,975.7 | 3.3 | |
| QCOM | 147,392.0 | 3.2 | |
| FISV | 58,576.2 | 3.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 98.0 |
| (b) Individuals (high net worth individuals) | 249 | 37.4 |
| (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 | 1.1 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 588 | 136.6 |
| By Discretionary | ||
| Discretionary | 588 | 136.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 588 | 136.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.6 | |
| Total | 588 | 136.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001847820] |
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