|
⚲
|
| Keyboard |
| Studio Investment Management LLC
✚
|
|
|---|---|
| CRD # | 158489 |
| SEC # | 801-121558 |
| CIK # | 0001893893 |
| AUM | 903.0 M (2026-03-24) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 312-399-0828 |
| Address | 1901 N Clybourn Ave Chicago, IL 60614 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001893893 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 14.2 | ||
| Apple Inc | 8.9 | ||
| FPL Group Inc | 8.1 | ||
| Microsoft Corp | 7.7 | ||
| General Dynamics Corp | 7.5 | ||
| Caterpillar Inc | 7.0 | ||
| Johnson & Johnson | 6.7 | ||
| J P Morgan Chase & Co | 6.2 | ||
| United Technologies Corp /DE/ | 6.1 | ||
| Procter & Gamble Co | 5.9 | ||
| Merck & Co Inc | 4.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 54.8 |
| (b) Individuals (high net worth individuals) | 180 | 648.7 |
| (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 | 1 | 4.3 |
| (h) Charitable organizations | 5 | 18.4 |
| (i) State or municipal government entities | 19 | 176.1 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 961 | 903.0 |
| By Discretionary | ||
| Discretionary | 961 | 903.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 961 | 903.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 903.0 | |
| Total | 961 | 903.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001893893] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
McMillan Office Inc
✚
|
MI | 913.7 M |
|
Partners in Financial Planning LLC
✚
|
VA | 913.6 M |
|
Cullen Investment Group Ltd
✚
|
LA | 910.0 M |
|
South Street Advisors LLC
✚
|
NY | 906.1 M |
|
93 Financial Group LLC
✚
|
MA | 899.7 M |
|
Asset Management Group Inc
✚
|
CT | 898.3 M |
|
Tranquility Partners LLC
✚
|
TN | 897.0 M |
|
Makrod Investment Associates Inc
✚
|
NJ | 894.4 M |
|
JLB & Associates Inc
✚
|
MI | 892.7 M |
|
Erguz LLC
✚
|
TX | 889.0 M |