|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Tableaux LLC
✚
|
|
|---|---|
| CRD # | 319355 |
| SEC # | 801-131336 |
| CIK # | 0002060663 |
| AUM | $154.3 M (2025-06-06) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 413-264-2400 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002060663 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ultimate Novelty Sports Inc | 8.4 | ||
| Ferrari NV | 6.6 | ||
| Royal Dutch Shell PLC | 6.1 | ||
| Analog Devices Inc | 5.7 | ||
| Yandex NV | 4.4 | ||
| New York Times Co | 4.3 | ||
| Home Depot Inc | 4.2 | ||
| CACI International Inc /DE/ | 4.0 | ||
| Rivian Automotive Inc / de | 3.4 | ||
| Cisco Systems Inc | 3.3 | ||
| Verisk Analytics Inc | 2.8 | ||
| Upstart Holdings Inc | 2.6 | ||
| Hershey Co | 2.5 | ||
| International Paper Co /New/ | 2.3 | ||
| VISA Inc | 2.2 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 37.9 |
| (b) Individuals (high net worth individuals) | 53 | 116.3 |
| (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 | 0.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 452 | 154.3 |
| By Discretionary | ||
| Discretionary | 443 | 137.3 |
| Non-Discretionary | 9 | 17.0 |
| Total | 452 | 154.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.3 | |
| Total | 452 | 154.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002060663] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beyond Financial Services
✚
|
CA | 0.2 |
|
Dick Rivera & Associates LLC
✚
|
FL | 0.2 |
|
Provident Financial Planning LLC
✚
|
TX | 0.2 |
|
The Monitor Group Inc
✚
|
GA | 0.2 |
|
Allegiance Financial Advisors Inc
✚
|
FL | 0.2 |
|
Stonehaven Wealth & Tax Solutions LLC
✚
|
WI | 0.2 |
|
The Keystone Financial Alliance LLC
✚
|
GA | 0.2 |
|
New Dimensions Wealth Management LLC
✚
|
TX | 0.2 |
|
Curat Global LLC
✚
|
0.2 | |
|
KUHN & Company Investment Counsel LLC
✚
|
IL | 0.2 |