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| Samara Investment Management LLC
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| CRD # | 336178 |
| SEC # | 801-132735 |
| CIK # | 0002110507 |
| AUM | 123.0 M (2026-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-397-8331 |
| Address | 8625 SW Cascade Ave Beaverton, OR 97008 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002110507 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.6 | ||
| Alphabet Inc | 4.8 | ||
| Apple Inc | 4.7 | ||
| Nvidia Corp | 4.1 | ||
| Broadcom Inc | 4.1 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Costco Wholesale Corp /NEW | 2.6 | ||
| Lilly Eli & Co | 2.3 | ||
| Amazon Com Inc | 2.2 | ||
| Wal Mart Stores Inc | 1.9 | ||
| Netflix Inc | 1.4 | ||
| Chevron Corp | 1.3 | ||
| TJX Companies Inc /DE/ | 1.3 | ||
| McKesson Corp | 1.3 | ||
| Priceline Com Inc | 1.2 | ||
| Quanta Services Inc | 1.1 | ||
| Facebook Inc | 1.1 | ||
| Martin Marietta Materials Inc | 1.0 | ||
| Intuitive Surgical Inc | 1.0 | ||
| Palo Alto Networks Inc | 1.0 | ||
| Cadence Design Systems Inc | 1.0 | ||
| Oracle Corp | 0.9 | ||
| Amphenol Corp /DE/ | 0.9 | ||
| Mastercard Inc | 0.9 | ||
| Uber Technologies Inc | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 40.0 |
| (b) Individuals (high net worth individuals) | 21 | 77.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (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 | 4 | 5.9 |
| (n) Other | 0 | 0.0 |
| Total | 247 | 123.0 |
| By Discretionary | ||
| Discretionary | 247 | 123.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 247 | 123.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.0 | |
| Total | 247 | 123.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110507] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gallagher Wealth Management Inc
✚
|
CA | 123.5 M |
|
Integra Financial Inc
✚
|
CO | 123.4 M |
|
Dewitt Investment Research & Management Inc
✚
|
PA | 123.2 M |
|
Lang & Becker Inc
✚
|
MO | 123.2 M |
|
Davies Financial Advisors Inc
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CA | 123.1 M |
|
Enduring Wealth Advisors LLC
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|
CA | 122.8 M |
|
Senior Tax Advisory Group Inc
✚
|
CO | 122.8 M |
|
Investment Consultants LLC
✚
|
122.7 M | |
|
Wassaw Sound Management LLC
✚
|
GA | 122.7 M |
|
Every Securities LLC
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|
CA | 122.7 M |