|
⚲
|
| Rosenblum Silverman Sutton SF Inc
✚
| |
|---|---|
| CRD # | 105774 |
| SEC # | 801-21730 |
| CIK # | 0000918893 |
| AUM | $382.0 MM (2024-08-31) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 415-771-4500 |
| Address | 1388 Sutter St Ste 725 San Francisco, CA 94109 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 42.2 | |
| MSFT | 1,918,222.4 | 22.1 | |
| AMZN | 1,092,997.8 | 19.3 | |
| COST | 207,576.9 | 17.1 | |
| V | 419,260.5 | 16.2 | |
| META | 434,852.0 | 16.2 | |
| NFLX | 79,791.6 | 14.2 | |
| ADBE | 172,760.2 | 13.9 | |
| CTAS | 38,012.7 | 13.8 | |
| DECK | 7,058.9 | 12.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 25.2 |
| (b) Individuals (high net worth individuals) | 98 | 347.5 |
| (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 | 2 | 8.5 |
| (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 | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 155 | 382.0 |
| By Discretionary | ||
| Discretionary | 155 | 382.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 155 | 382.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.9 | |
| United States Persons | 377.1 | |
| Total | 155 | 382.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000918893] |
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|
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