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| Ted Buchan & Company LLC
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|---|---|
| CRD # | 140722 |
| SEC # | 801-113273 |
| CIK # | 0002033413 |
| AUM | 413.2 M (2026-03-12) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 858-605-0686 |
| Address | 12396 World Trade Drive San Diego, CA 92128 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002033413 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.1 | ||
| ASML Holding NV | 5.1 | ||
| Amazon Com Inc | 4.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.3 | ||
| Alphabet Inc | 4.0 | ||
| Broadcom Inc | 4.0 | ||
| Lilly Eli & Co | 3.7 | ||
| Enbridge Inc | 3.1 | ||
| Progressive Corp/Oh/ | 3.1 | ||
| Microsoft Corp | 3.0 | ||
| Petrobras - Petroleo Brasileiro Sa | 3.0 | ||
| Novo Nordisk A S | 2.6 | ||
| Intuit Inc | 2.6 | ||
| Costco Wholesale Corp /NEW | 2.5 | ||
| MercadoLibre Inc | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 276 | 55.9 |
| (b) Individuals (high net worth individuals) | 107 | 357.4 |
| (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 | 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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,235 | 413.2 |
| By Discretionary | ||
| Discretionary | 1,170 | 374.3 |
| Non-Discretionary | 65 | 38.9 |
| Total | 1,235 | 413.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 413.0 | |
| Total | 1,235 | 413.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002033413] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 10 (1 non-US) |
| Serves | Retail |
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|---|---|---|
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