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| Verde Capital Management Inc
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| |
|---|---|
| CRD # | 147179 |
| SEC # | 801-69167 |
| CIK # | 0001802891 |
| AUM | $505.5 MM (2024-07-25) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 248-528-1870 |
| Address | 8031 Ortonville Road Clarkston, MI 48348 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 6.6 | |
| IBIT | 6.0 | ||
| TSLA | 723,390.3 | 5.9 | |
| NFLX | 79,791.6 | 3.7 | |
| GBTC | 3.4 | ||
| AMZN | 1,092,997.8 | 2.9 | |
| PYPL | 83,170.4 | 2.9 | |
| GOOG | 1,482,566.4 | 2.9 | |
| CRM | 170,602.7 | 2.6 | |
| ABNB | 58,166.8 | 2.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 560 | 201.3 |
| (b) Individuals (high net worth individuals) | 138 | 260.0 |
| (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 | 36 | 32.4 |
| (h) Charitable organizations | 2 | 11.7 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,712 | 505.5 |
| By Discretionary | ||
| Discretionary | 3,148 | 463.3 |
| Non-Discretionary | 564 | 42.2 |
| Total | 3,712 | 505.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 505.0 | |
| Total | 3,712 | 505.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802891] |
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