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| Happy Holidays!! thanks for using AUM13F!! |
| Stokes Family Office LLC
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| CRD # | 300899 |
| SEC # | 801-115261 |
| CIK # | 0001802278 |
| AUM | $2.5 B (2025-03-07) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 504-399-4100 |
| Address | 1100 Poydras St New Orleans, LA 70163 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 46.4 | ||
| Microsoft Corp | 27.7 | ||
| Exxon Mobil Corp | 18.1 | ||
| Alphabet Inc | 16.6 | ||
| J P Morgan Chase & Co | 13.8 | ||
| Amazon Com Inc | 10.3 | ||
| Chevron Corp | 9.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 320 | 0.1 |
| (b) Individuals (high net worth individuals) | 311 | 1.7 |
| (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 | 44 | 0.3 |
| (h) Charitable organizations | 6 | 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 | 17 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,052 | 2.5 |
| By Discretionary | ||
| Discretionary | 2,052 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,052 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 2,052 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802278] |
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