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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Shuttleworth & Company
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|---|---|
| CRD # | 121382 |
| SEC # | 801-120895 |
| CIK # | |
| AUM | $149.5 M (2025-02-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 614-760-7738 |
| Address | 3807 Attucks Drive Powell, OH 43065 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 35.7 |
| (b) Individuals (high net worth individuals) | 52 | 102.2 |
| (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 | 0 | 8.5 |
| (h) Charitable organizations | 0 | 3.0 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 563 | 149.5 |
| By Discretionary | ||
| Discretionary | 563 | 149.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 563 | 149.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.5 | |
| Total | 563 | 149.5 |
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0.2 | |
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OR | 0.1 |
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0.1 |