Semper Augustus Investments Group LLC

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Assets, Funds, Holdings

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Semper Augustus Investments Group LLC
CRD #108153
SEC #801-55966
CIK #0001115373
AUM $477.2 MM (2023-03-31)
Employees 7 (43% Investors, 0% Brokers)
Phone303-893-1214
Address200 Plaza Drive Ste 240
Highlands Ranch, CO 80129
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($MM)
50040030020010001999200720152024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
OLN 7,209.0 29.4
NEM 49,968.3 24.4
MCY 2,473.4 20.8
KGC 4,950.0 18.9
DG 55,291.9 17.4
VLO 47,441.2 13.7
DIS 174,716.7 11.4
DLTR 34,485.1 10.7
SBUX 87,554.3 10.2
CMI 27,663.6 9.9
View All
Holdings by Sector ($MM)
4003202401608002011201520192024
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Semper Augustus Investment Partners LP [2012-03-28] 30.3 44.4
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 60 23.0
(b) Individuals (high net worth individuals) 124 299.4
(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 1 40.5
(g) Pension and profit sharing plans 1 1.1
(h) Charitable organizations 3 104.3
(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 7 8.9
(n) Other 0 0.0
Total 399 477.2
By Discretionary
Discretionary 399 477.2
Non-Discretionary 0 0.0
Total 399 477.2
By Non-United States Persons
Non-United States Persons 4.6
United States Persons 472.6
Total 399 477.2
Form D Directors # Filings # Firms 2011 - 2024
Chad Christensen 29
Christopher Bloomstran 2
Semper Augustus Investments Group LLC 2
EDGAR Form CIK 2011 - 2024
13F-HR [0001115373]
Comparable Firms State AUM ($BB)
Cherry Tree Wealth Management LLC
MN 0.5
Alpha Architect LLC
PA 0.5
12th Street Asset Management LLC
TN 0.5
Regent Investment Management LLC
KY 0.5
Powell Investment Advisors LLC
FL 0.5
Value Partners Limited
0.5
Kelleher Financial Advisors LLC
NY 0.5
Hourglass Capital LLC
TX 0.5
Concise Capital Management LP
FL 0.5
Great Point Wealth Advisors LLC
MA 0.5
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