|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Foresight Investments LLC
✚
|
|
|---|---|
| CRD # | 164744 |
| SEC # | 801-134073 |
| CIK # | |
| AUM | $104.5 M (2025-07-01) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 302-884-6742 |
| Address | 1201 N Orange Wilmington, DE 19801 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 25.2 |
| (b) Individuals (high net worth individuals) | 30 | 79.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 275 | 104.5 |
| By Discretionary | ||
| Discretionary | 275 | 104.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 275 | 104.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 102.2 | |
| Total | 275 | 104.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Broadwealth LLC
✚
|
0.1 | |
|
Cardea Capital Advisors LLC
✚
|
GA | 0.1 |
|
Gainspoletti Wealth Planners Advisory LLC
✚
|
MS | 0.1 |
|
Coordinated Wealth Management LLC
✚
|
TN | 0.1 |
|
People MAKE the Difference Inc
✚
|
AL | 0.1 |
|
Revalue LLC
✚
|
MI | 0.1 |
|
Tenbridge Partners LLC
✚
|
OR | 0.1 |
|
Growstrong Wealth Strategies LLC
✚
|
CO | 0.1 |
|
Cassilly Financial Group LLC
✚
|
MD | 0.1 |
|
Queen City Capital Management LLC
✚
|
OH | 0.1 |