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| Happy Holidays!! thanks for using AUM13F!! |
| TONE Capital LLC
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|---|---|
| CRD # | 285622 |
| SEC # | 801-132702 |
| CIK # | |
| AUM | $103.2 M (2025-04-10) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 804-447-1404 |
| Address | 4120 W Broad Street Richmond, VA 23230 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 6.5 |
| (b) Individuals (high net worth individuals) | 96 | 95.5 |
| (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 | 1.2 |
| (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 | 299 | 103.2 |
| By Discretionary | ||
| Discretionary | 298 | 100.2 |
| Non-Discretionary | 1 | 3.0 |
| Total | 299 | 103.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.2 | |
| Total | 299 | 103.2 |
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0.1 | |
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0.1 | |
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TN | 0.1 |
|
JCM Strategic Wealth Partners LLC
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IN | 0.1 |
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PA | 0.1 |
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0.1 |