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| TBFM LLP
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|---|---|
| CRD # | 109361 |
| SEC # | 801-55878 |
| CIK # | 0001317829 |
| AUM | $1.1 B (2025-03-18) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 208-338-5551 |
| Address | 802 West Bannock Street Boise, ID 83702 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 30.4 | ||
| Microsoft Corp | 25.8 | ||
| Amphenol Corp /DE/ | 14.2 | ||
| J P Morgan Chase & Co | 13.4 | ||
| VISA Inc | 12.9 | ||
| Apple Inc | 11.9 | ||
| KKR & Co LP | 11.6 | ||
| United Rentals Inc /DE | 11.0 | ||
| Danaher Corp /DE/ | 11.0 | ||
| Thermo Fisher Scientific Inc | 10.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 368 | 182.8 |
| (b) Individuals (high net worth individuals) | 262 | 708.4 |
| (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 | 9 | 32.3 |
| (h) Charitable organizations | 25 | 57.7 |
| (i) State or municipal government entities | 0 | 58.9 |
| (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 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,738 | 1,050.2 |
| By Discretionary | ||
| Discretionary | 1,648 | 1,030.5 |
| Non-Discretionary | 90 | 19.7 |
| Total | 1,738 | 1,050.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,050.2 | |
| Total | 1,738 | 1,050.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001317829] |
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|---|---|---|
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1.1 | |
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TX | 1.0 |