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| Happy Holidays!! thanks for using AUM13F!! |
| Ryan Investment Management Inc
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| CRD # | 115755 |
| SEC # | 801-60589 |
| CIK # | 0002074440 |
| AUM | $208.0 M (2025-07-08) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 970-429-1100 |
| Address | 22860 Two Rivers Road Basalt, CO 81621 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 0.7 | ||
| FPL Group Inc | 0.1 | ||
| Sun Life Financial Inc | 0.1 | ||
| Duke Energy Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Enbridge Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 3.7 |
| (b) Individuals (high net worth individuals) | 107 | 198.9 |
| (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 | 0.0 |
| (h) Charitable organizations | 5 | 5.4 |
| (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 | 330 | 208.0 |
| By Discretionary | ||
| Discretionary | 321 | 195.0 |
| Non-Discretionary | 9 | 13.0 |
| Total | 330 | 208.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.0 | |
| Total | 330 | 208.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002074440] |
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|---|---|---|
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TX | 0.2 |
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NY | 0.2 |
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TX | 0.2 |
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0.2 | |
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Powerhouse Assets LLC
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0.2 |