Stonnington Group LLC

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Assets, Funds, Holdings

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Stonnington Group LLC
CRD #131221
SEC #801-63081
CIK #0001325261
AUM
Employees 2 (100% Investors, 0% Brokers)
Phone626-469-8168
Address600 S Lake Ave
Pasadena, CA 91106
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
80064048032016002002200920162024
Sector Form 13F Holdings Value ($M)
Apple Inc 21.0
UnitedHealth Group Inc 12.2
Microsoft Corp 9.4
Costco Wholesale Corp /NEW 8.5
Broadcom Inc 7.3
Home Depot Inc 7.0
Amgen Inc 5.8
Korn Ferry International 5.8
ResMed Inc 5.7
Deere & Co 5.6
View All
Holdings by Sector ($M)
50040030020010002021202220232024
Type Form D Funds Date Sold ($M) AUM ($M)
PE Stonnington Asset Allocation LP [2012-03-29] 10.8 2.5
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 118 38.2
(b) Individuals (high net worth individuals) 127 464.0
(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 5 37.1
(h) Charitable organizations 3 8.3
(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 1 5.4
(n) Other 1 0.0
Total 576 553.0
By Discretionary
Discretionary 471 458.7
Non-Discretionary 105 94.4
Total 576 553.0
By Non-United States Persons
Non-United States Persons 1.8
United States Persons 551.3
Total 576 553.0
Form D Directors # Filings # Firms 2011 - 2025
Nicholas Stonnington 9
EDGAR Form CIK 2011 - 2025
13F-HR [0001325261]
4 [0001325261]
Form 3/4/5 Subject 2011 - 2025
IRS Partners No. 19, L.P.
Stonnington Group LLC
Vizi Bradley
Leonetti/O'Connell Family Foundation
M2O, Inc.
RCM Technologies Inc
Michael F. O'Connell & Margo L. O'Connell Revocable Trust
O'Connell Michael
Kiper Christopher S
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