|
⚲
|
| Keyboard |
| Tealwood Asset Management Inc
✚
|
|
|---|---|
| CRD # | 105245 |
| SEC # | 801-29095 |
| CIK # | 0001164062 |
| AUM | 365.4 M (2026-02-06) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 612-340-0181 |
| Address | 120 South 6th Street Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001164062 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Denali Holding Inc | 6.2 | |
| KLA Tencor Corp | 5.2 | |
| Lilly Eli & Co | 4.9 | |
| Alphabet Inc | 4.6 | |
| NetApp Inc | 4.1 | |
| Teradyne Inc | 3.8 | |
| Cisco Systems Inc | 3.8 | |
| Silicon Motion Technology Corp | 3.8 | |
| AbbVie Inc | 3.7 | |
| Broadcom Inc | 3.7 | |
| Fortinet Inc | 3.5 | |
| Texas Instruments Inc | 3.5 | |
| Applied Materials Inc /DE | 3.5 | |
| Novartis AG | 3.5 | |
| Marvell Technology Inc | 3.4 | |
| US Bancorp de | 3.4 | |
| Astrazeneca PLC | 3.3 | |
| Palo Alto Networks Inc | 3.3 | |
| GS Acquisition Holdings Corp | 3.3 | |
| Advanced Micro Devices Inc | 3.3 | |
| Allison Transmission Holdings Inc | 3.2 | |
| Johnson & Johnson | 3.1 | |
| Tyco Electronics Ltd | 3.1 | |
| Lam Research Corp | 3.0 | |
| Modine Manufacturing Co | 2.9 | |
| Cummins Inc | 2.9 | |
| American Express Co | 2.9 | |
| Facebook Inc | 2.8 | |
| Digital Realty Trust Inc | 2.8 | |
| Krystal Biotech Inc | 2.8 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 39.6 |
| (b) Individuals (high net worth individuals) | 169 | 316.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.1 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 3.1 |
| (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 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 681 | 365.4 |
| By Discretionary | ||
| Discretionary | 681 | 365.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 681 | 365.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 365.4 | |
| Total | 681 | 365.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001164062] | |
| SC 13G | [0001164062] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Tealwood Asset Management Inc | Tealwood Asset Management Inc | [2013-02-11] |
| Tealwood Asset Management Inc | Pure Cycle Corp | [2012-01-17] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Camden Wealth Advisors LLC
✚
|
TX | 366.3 M |
|
Homage Wealth Group LLC
✚
|
TX | 366.2 M |
|
Royal Oak Financial Advisors LLC
✚
|
MI | 366.1 M |
|
North Capital Inc
✚
|
UT | 365.8 M |
|
Inflection Capital Management LLC
✚
|
CA | 365.6 M |
|
Asset Planning Services Inc
✚
|
LA | 365.6 M |
|
Beaumont Asset Management LLC
✚
|
TX | 365.2 M |
|
Regimen Wealth LLC
✚
|
GA | 365.2 M |
|
My Personal CFO LLC
✚
|
WA | 365.1 M |
|
Kondo Wealth Advisors Inc
✚
|
CA | 365.1 M |