|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Vienna Asset Management LLC
✚
|
|
|---|---|
| CRD # | 299725 |
| SEC # | 801-122371 |
| CIK # | 0001913545 |
| AUM | $238.6 M (2025-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 408-882-1770 |
| Address | 14657 Big Basin Way Saratoga, CA 95070 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001913545 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 17.6 | ||
| Facebook Inc | 5.5 | ||
| iShares Bitcoin Trust | 5.2 | ||
| Nvidia Corp | 4.9 | ||
| iShares Ethereum Trust ETF | 4.7 | ||
| Cadence Design Systems Inc | 4.3 | ||
| Apple Inc | 3.5 | ||
| Amazon Com Inc | 3.4 | ||
| Advanced Micro Devices Inc | 2.6 | ||
| Microsoft Corp | 2.4 | ||
| Alphabet Inc | 2.1 | ||
| Alphabet Inc | 1.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.5 | ||
| Blackstone Group LP | 1.4 | ||
| Coinbase Global Inc | 1.3 | ||
| CAVA Group Inc | 1.2 | ||
| Weride Inc | 1.1 | ||
| MicroStrategy Inc | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 133 | 238.6 |
| (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 | 133 | 238.6 |
| By Discretionary | ||
| Discretionary | 133 | 238.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 133 | 238.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 69.0 | |
| United States Persons | 169.7 | |
| Total | 133 | 238.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001913545] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strauss Wealth Advising Inc
✚
|
AL | 0.2 |
|
Bowers Wealth Management Inc
✚
|
NV | 0.2 |
|
Black Knight Wealth Management LLC
✚
|
0.2 | |
|
Forte Asset Management LLC
✚
|
0.2 | |
|
Pring/Turner Capital Group Inc
✚
|
CA | 0.2 |
|
Lee Johnson Capital Management LLC
✚
|
TX | 0.2 |
|
Granite Capital Management LLC
✚
|
CA | 0.2 |
|
Nabity-Jensen Investment Management Inc
✚
|
NE | 0.2 |
|
Washburn Capital Management Inc
✚
|
FL | 0.2 |
|
R Stewart Eads Investment Counsel Inc
✚
|
GA | 0.2 |