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| Toroso Investments LLC
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|
|---|---|
| CRD # | 164201 |
| SEC # | 801-76857 |
| CIK # | 0001600064 |
| AUM | $5.6 BB (2023-03-31) |
| Employees | 41 (39% Investors, 10% Brokers) |
| Phone | 844-986-7700 |
| Address | 234 West Florida Street Milwaukee, WI 53204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| TSLA | 723.4 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| BHP | 147.3 | 0.0 | |
| CVX | 294.6 | 0.0 | |
| CME | 74.1 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 0.0 |
| (b) Individuals (high net worth individuals) | 69 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 38 | 4.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 87 | 0.5 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 0.6 |
| (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 | 7 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 711 | 5.6 |
| By Discretionary | ||
| Discretionary | 631 | 4.5 |
| Non-Discretionary | 80 | 1.1 |
| Total | 711 | 5.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.6 | |
| Total | 711 | 5.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001600064] | |
| D | [0001600064] | |
| SC 13G | [0001600064] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Toroso Investments LLC | Advisorshares Trust | [2015-02-12] |
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|---|---|---|
|
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|
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|
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|
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|
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