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| The RUDD Company LLC
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|
|---|---|
| CRD # | 289276 |
| SEC # | 801-111027 |
| CIK # | 0001783477 |
| AUM | $161.9 MM (2023-03-27) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 817-605-7833 |
| Address | 1300 S University Dr, Ft Worth, TX 76107 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 54.7 |
| (b) Individuals (high net worth individuals) | 37 | 74.1 |
| (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 | 5 | 23.0 |
| (h) Charitable organizations | 1 | 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 | 2 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 529 | 161.9 |
| By Discretionary | ||
| Discretionary | 518 | 138.9 |
| Non-Discretionary | 11 | 23.0 |
| Total | 529 | 161.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.9 | |
| Total | 529 | 161.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001783477] |
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|---|---|---|
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Bazis Private Wealth LLC
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|
NE | 0.2 |
|
Highpass Asset Management LLC
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CO | 0.2 |
|
North American Wealth Advisors Inc
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MN | 0.2 |
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Muirfield Wealth Advisors LLC
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NC | 0.2 |
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Maren Capital LLC
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IL | 0.2 |
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SAOS Capital LLC
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SC | 0.2 |
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Easley Investment Consultants Inc
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MS | 0.2 |
|
RCS Financial Planning LLC
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|
MD | 0.2 |
|
Garrison Point Advisors LLC
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|
CA | 0.2 |
|
Bay Rivers Group Inc
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VA | 0.2 |