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| Sendero Wealth Management LLC
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| |
|---|---|
| CRD # | 145594 |
| SEC # | 801-68572 |
| CIK # | 0001639375 |
| AUM | $5.2 BB (2024-03-22) |
| Employees | 36 (39% Investors, 33% Brokers) |
| Phone | 210-805-0171 |
| Address | 250 W Nottingham San Antonio, TX 78209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOGL | 1,475,138.5 | 23.6 | |
| MSFT | 1,918,222.4 | 18.4 | |
| AMZN | 1,092,997.8 | 17.0 | |
| NVDA | 399,550.0 | 16.4 | |
| AAPL | 2,382,844.0 | 13.2 | |
| SCHW | 121,688.8 | 10.2 | |
| ANET | 29,365.2 | 9.3 | |
| META | 434,852.0 | 9.0 | |
| COP | 123,162.3 | 8.5 | |
| CBRE | 24,011.2 | 7.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 0.0 |
| (b) Individuals (high net worth individuals) | 186 | 2.9 |
| (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 | 28 | 2.2 |
| (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 | 6 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,757 | 5.2 |
| By Discretionary | ||
| Discretionary | 958 | 1.1 |
| Non-Discretionary | 799 | 4.1 |
| Total | 1,757 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 1,757 | 5.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001639375] |
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|---|---|---|
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Asset Strategy Consultants LLC
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MD | 5.4 |
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Cambridge Associates Limited LLC
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Richard Bernstein Advisors LLC
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Robertson Stephens Wealth Management LLC
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CA | 4.9 |
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Signature Investment Advisors LLC
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CA | 4.9 |