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| Happy Holidays!! thanks for using AUM13F!! |
| Roundangle Advisors LLC
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| CRD # | 282178 |
| SEC # | 801-107449 |
| CIK # | 0002049176 |
| AUM | $176.5 M (2025-07-01) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 732-889-3774 |
| Address | 1 Harding Road Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 4.9 | ||
| SPDR Gold Trust | 4.8 | ||
| Apple Inc | 4.4 | ||
| Amazon Com Inc | 3.3 | ||
| Microsoft Corp | 3.2 | ||
| Nvidia Corp | 3.2 | ||
| iShares Silver Trust | 3.0 | ||
| International Business Machines Corp | 2.7 | ||
| Wal Mart Stores Inc | 2.5 | ||
| J P Morgan Chase & Co | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 33.0 |
| (b) Individuals (high net worth individuals) | 48 | 92.0 |
| (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 | 5 | 13.0 |
| (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 | 9 | 38.4 |
| (n) Other | 0 | 0.0 |
| Total | 387 | 176.5 |
| By Discretionary | ||
| Discretionary | 384 | 167.3 |
| Non-Discretionary | 3 | 9.2 |
| Total | 387 | 176.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.5 | |
| Total | 387 | 176.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002049176] |
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