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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Eideard Group LLC
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|---|---|
| CRD # | 139834 |
| SEC # | 801-66396 |
| CIK # | |
| AUM | $180.9 M (2025-03-21) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 603-471-9909 |
| Address | 360 Route 101, Suite 6 Bedford, NH 03110 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | A1 | 2021-03-17 | 0.9 | |
| Other | A2 | 2021-03-17 | 58.9 | |
| Other | A3 | 2021-03-17 | 3.1 | |
| Other | A4 | 2021-03-17 | 1.7 | |
| Other | A5 | 2021-03-17 | 31.8 | |
| Other | A6 | 2021-03-17 | 1.2 | |
| Other | A7 | 2021-03-17 | 7.5 | |
| VC | V1 | 2021-03-17 | 0.0 | |
| VC | V2 | 2021-03-17 | 3.9 | |
| VC | V3 | 2021-03-17 | 0.0 | |
| VC | V4 | 2021-03-17 | 0.1 | |
| VC | V5 | 2021-03-17 | 0.0 | |
| VC | V6 | 2021-03-17 | 1.2 | |
| VC | V7 | 2021-03-17 | 0.0 | |
| VC | V8 | 2021-03-17 | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 20 | 163.3 |
| (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 | 3 | 11.5 |
| (g) Pension and profit sharing plans | 0 | 6.1 |
| (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 | 189 | 180.9 |
| By Discretionary | ||
| Discretionary | 82 | 89.0 |
| Non-Discretionary | 107 | 91.9 |
| Total | 189 | 180.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.9 | |
| Total | 189 | 180.9 |
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|---|---|---|
|
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FL | 0.2 |
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AR | 0.2 |
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0.2 | |
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Arista Advisory Group LLC
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NY | 0.2 |
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SFC Financial LLC
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MO | 0.2 |
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Cobblestone Asset Management LLC
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VA | 0.2 |
|
Beers Kight Financial Advisors LLC
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|
SC | 0.2 |
|
Hensler & Associates Wealth Management LLC
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|
MI | 0.2 |
|
Harbour Financial Resources Ltd
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|
IL | 0.2 |
|
IBN Financial Services Inc
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NY | 0.2 |