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Sanctuary Advisors LLC
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CRD # | 226606 |
SEC # | 801-99364 |
CIK # | 0001777271 |
AUM | $22.0 BB (2024-08-23) |
Employees | 597 (53% Investors, 61% Brokers) |
Phone | 317-975-7729 |
Address | 3815 River Crossing Pkwy Indianapolis, IN 46240 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.4 | |
MSFT | 1,918.2 | 0.4 | |
NVDA | 399.6 | 0.2 | |
AMZN | 1,093.0 | 0.2 | |
LLY | 301.8 | 0.2 | |
GOOGL | 1,475.1 | 0.1 | |
JPM | 340.2 | 0.1 | |
XOM | 385.5 | 0.1 | |
AVGO | 201.3 | 0.1 | |
META | 434.9 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
VC | Noyes Torchlite Investment Fund LLC | [2019-03-29] | 0.5 | 0.5 |
VC | Noyes Steadyserv Investment Fund LLC | 2015-11-12 | 0.0 | |
VC | Noyes Clear Software Investment Fund LLC | 2015-11-05 | 0.4 |
AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 10,174 | 6.4 |
(b) Individuals (high net worth individuals) | 2,513 | 14.2 |
(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 | 26 | 0.2 |
(h) Charitable organizations | 39 | 0.2 |
(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 | 253 | 1.0 |
(n) Other | 0 | 0.0 |
Total | 49,099 | 22.0 |
By Discretionary | ||
Discretionary | 48,249 | 21.9 |
Non-Discretionary | 850 | 0.1 |
Total | 49,099 | 22.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.3 | |
United States Persons | 21.7 | |
Total | 49,099 | 22.0 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Noyes Advisors LLC | 3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001777271] |
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Prime Capital Investment Advisors LLC
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|
KS | 24.4 |
Marquette Associates Inc
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IL | 23.0 |
Clearstead Advisors LLC
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OH | 22.4 |
EP Wealth Advisors LLC
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CA | 22.3 |
Cetera Advisors LLC
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CO | 22.0 |
Wellth Advisory Services LLC
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IL | 21.9 |
Eagle Strategies LLC
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NY | 20.4 |
Matson Money Inc
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OH | 19.6 |
Allworth Financial LP
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CA | 19.3 |
Woodbury Financial Services Inc
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MN | 19.3 |