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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Rosenblum Silverman Sutton SF Inc
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| CRD # | 105774 |
| SEC # | 801-21730 |
| CIK # | 0000918893 |
| AUM | $459.5 M (2025-02-28) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 415-771-4500 |
| Address | 1388 Sutter St Ste 725 San Francisco, CA 94109 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 45.5 | ||
| Netflix Inc | 26.0 | ||
| Microsoft Corp | 23.9 | ||
| Facebook Inc | 22.5 | ||
| Amazon Com Inc | 21.3 | ||
| VISA Inc | 20.7 | ||
| Costco Wholesale Corp /NEW | 18.5 | ||
| Cintas Corp | 16.1 | ||
| Sharkninja Inc | 12.1 | ||
| Salesforce Com Inc | 11.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 20.2 |
| (b) Individuals (high net worth individuals) | 110 | 435.8 |
| (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 | 1 | 3.5 |
| (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 | 157 | 459.5 |
| By Discretionary | ||
| Discretionary | 157 | 459.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 157 | 459.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.7 | |
| United States Persons | 453.9 | |
| Total | 157 | 459.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000918893] |
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UT | 0.5 |
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Affiliated Financial Advisors Inc
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HFG Wealth Management LLC
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TX | 0.5 |
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FL | 0.5 |
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Tactive Advisors LLC
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FL | 0.5 |
|
Cypress Capital Partners LLC
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IL | 0.5 |
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RIA Advisory Group LLC
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IA | 0.5 |