|
⚲
|
| Thor Investment Management Inc
✚
| |
|---|---|
| CRD # | 105902 |
| SEC # | 801-40745 |
| CIK # | |
| AUM | $514.1 MM (2024-02-29) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 513-271-6777 |
| Address | 7346 Beechmont Ave Cincinnati, OH 45230 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 320 | 122.0 |
| (b) Individuals (high net worth individuals) | 150 | 369.4 |
| (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 | 18 | 21.0 |
| (h) Charitable organizations | 0 | 1.5 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,564 | 514.1 |
| By Discretionary | ||
| Discretionary | 1,562 | 513.8 |
| Non-Discretionary | 2 | 0.4 |
| Total | 1,564 | 514.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 512.1 | |
| Total | 1,564 | 514.1 |
| Limited Partners | 2011 - 2024 |
|---|---|
| New York City Employees' Retirement System | |
| Teachers' Retirement System of the City of New York |
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|---|---|---|
|
The Ithaka Group LLC
✚
|
VA | 0.5 |
|
Fractal Investments LLC
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|
CT | 0.5 |
|
Arbor Wealth Advisors LLC
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|
LMG Wealth Partners LLC
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Purkiss Capital Advisors LLC
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|
Rowland Miller Partners LLC
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|
Scott & Selber Inc Capital Management
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TX | 0.5 |
|
Manske Wealth Management LLC
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|
TX | 0.5 |
|
Ma Private Wealth LLC
✚
|
CA | 0.5 |
|
Whitaker-Myers Wealth Managers Ltd
✚
|
OH | 0.5 |