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| Happy Holidays!! thanks for using AUM13F!! |
| Sachetta LLC
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| CRD # | 145713 |
| SEC # | 801-100474 |
| CIK # | 0002010574 |
| AUM | $884.1 M (2025-06-02) |
| Employees | 25 (40% Investors, 0% Brokers) |
| Phone | 781-233-4138 |
| Address | 600 Market Street Lynnfield, MA 01940 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002010574 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.9 | ||
| Microsoft Corp | 5.0 | ||
| Salesforce Com Inc | 3.0 | ||
| Amazon Com Inc | 2.3 | ||
| Nvidia Corp | 2.1 | ||
| Broadcom Inc | 2.0 | ||
| United Technologies Corp /DE/ | 1.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 377 | 148.8 |
| (b) Individuals (high net worth individuals) | 231 | 735.3 |
| (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 | 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 | 2,031 | 884.1 |
| By Discretionary | ||
| Discretionary | 2,020 | 877.1 |
| Non-Discretionary | 11 | 7.0 |
| Total | 2,031 | 884.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 884.1 | |
| Total | 2,031 | 884.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010574] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Edge Advisors LLC
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|
NY | 0.9 |
|
American Financial Advisors LLC
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GA | 0.9 |
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Tobias Financial Advisors Inc
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FL | 0.9 |
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Giraffes Inc
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MS | 0.9 |
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Capital Investment Counsel Inc
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NC | 0.9 |
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Lugano Financial Advisors Sa
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0.9 | |
|
Maryland Financial Group Inc
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0.9 | |
|
The Pacific Center for Financial Services
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CA | 0.9 |
|
Altiora Financial Group LLC
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|
0.9 | |
|
Aufman Associates Inc
✚
|
PA | 0.9 |