Thielen Capital Corporation

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Assets, Funds, Holdings

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Thielen Capital Corporation
CRD #169139
SEC #801-132866
CIK #
AUM $100.4 M (2025-04-25)
Employees 1 (100% Investors, 0% Brokers)
Phone949-293-8345
Address999 Corporate Drive
Ladera Ranch, CA 92694
Source [IAPD] [Website] [Facebook]
Total AUM ($M)
1108866442202011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 25 6.7
(b) Individuals (high net worth individuals) 54 93.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 210 100.4
By Discretionary
Discretionary 210 100.4
Non-Discretionary 0 0.0
Total 210 100.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 100.4
Total 210 100.4
Comparable Firms State AUM ($B)
Compass Private Wealth Group LLC
NJ 0.1
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WA 0.1
Pleasantdale Wealth Management LLC
0.1
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0.1
Clearview Investment Partners LLC
CA 0.1
Kennondale Capital Management LLC
VA 0.1
Degreen Private Wealth LLC
AZ 0.1
Investor's Advantage LLC
0.1
AG Global Advisors LLC
0.1
Revolution Partners LLC
0.1
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