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| Happy Holidays!! thanks for using AUM13F!! |
| Warburton Capital Management LLC
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| CRD # | 141969 |
| SEC # | 801-78149 |
| CIK # | 0002054795 |
| AUM | $701.1 M (2025-02-26) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 918-794-3000 |
| Address | 6120 S Yale Avenue Tulsa, OK 74136 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Nvidia Corp | 3.2 | ||
| Microsoft Corp | 2.4 | ||
| Palantir Technologies Inc | 2.4 | ||
| Apple Inc | 1.6 | ||
| Amazon Com Inc | 1.0 | ||
| Alphabet Inc | 0.8 | ||
| Alphabet Inc | 0.8 | ||
| Bank of America Corp /DE/ | 0.8 | ||
| Williams Companies Inc | 0.6 | ||
| Facebook Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Wcm-2009-1 LLC | 2012-03-30 | 0.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 261 | 84.2 |
| (b) Individuals (high net worth individuals) | 160 | 498.5 |
| (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 | 5 | 2.3 |
| (h) Charitable organizations | 9 | 55.4 |
| (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 | 8 | 60.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,226 | 701.1 |
| By Discretionary | ||
| Discretionary | 1,221 | 698.8 |
| Non-Discretionary | 5 | 2.3 |
| Total | 1,226 | 701.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 701.1 | |
| Total | 1,226 | 701.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054795] |
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