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| Rosenblum Silverman Sutton SF Inc
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|---|---|
| CRD # | 105774 |
| SEC # | 801-21730 |
| CIK # | 0000918893 |
| AUM | 486.6 M (2026-02-20) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-771-4500 |
| Address | 1388 Sutter St Ste 725 San Francisco, CA 94109 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000918893 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 43.1 | ||
| Amazon Com Inc | 19.9 | ||
| Netflix Inc | 18.3 | ||
| Costco Wholesale Corp /NEW | 17.7 | ||
| Microsoft Corp | 17.4 | ||
| Visa Inc | 17.3 | ||
| Alphabet Inc | 17.2 | ||
| Facebook Inc | 17.2 | ||
| Sharkninja Inc | 12.8 | ||
| Cintas Corp | 11.9 | ||
| Alnylam Pharmaceuticals Inc | 10.9 | ||
| Alphabet Inc | 10.6 | ||
| Thermo Fisher Scientific Inc | 9.2 | ||
| Salesforce Com Inc | 7.5 | ||
| Insulet Corp | 7.1 | ||
| Deckers Outdoor Corp | 7.0 | ||
| J P Morgan Chase & Co | 6.9 | ||
| Reddit Inc | 6.5 | ||
| Synopsys Inc | 5.7 | ||
| Home Depot Inc | 4.9 | ||
| Xylem Inc | 4.8 | ||
| Zillow Group Inc | 4.5 | ||
| Blackstone Group LP | 4.2 | ||
| Adobe Systems Inc | 4.1 | ||
| Tesla Motors Inc | 3.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 23.1 |
| (b) Individuals (high net worth individuals) | 107 | 460.5 |
| (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 | 0 | 3.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 160 | 486.6 |
| By Discretionary | ||
| Discretionary | 160 | 486.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 160 | 486.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.2 | |
| United States Persons | 479.4 | |
| Total | 160 | 486.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000918893] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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|---|---|---|
|
Montgomery Investment Management Inc
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HRC Wealth Management LLC
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Paradiem LLC
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|
Global Kandor Advisors LLC
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|
Buttonwood Financial Advisors Inc
✚
|
MD | 483.2 M |