|
⚲
|
| Keyboard |
| WARM Springs Advisors Inc
✚
|
|
|---|---|
| CRD # | 306501 |
| SEC # | 801-134774 |
| CIK # | 0002057078 |
| AUM | 131.3 M (2026-02-13) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 415-497-8564 |
| Address | 80 E Sir Francis Drake Blvd Suite 4D Larkspur, CA 94939 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002057078 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 16.5 | ||
| Broadcom Inc | 9.4 | ||
| Alphabet Inc | 8.3 | ||
| Apple Inc | 5.9 | ||
| Microsoft Corp | 5.9 | ||
| Amazon Com Inc | 5.3 | ||
| Advanced Micro Devices Inc | 5.1 | ||
| Cloudflare Inc | 4.6 | ||
| Costco Wholesale Corp /NEW | 3.9 | ||
| CrowdStrike Holdings Inc | 3.0 | ||
| Astera Labs Inc | 2.9 | ||
| Yandex NV | 2.9 | ||
| Visa Inc | 2.7 | ||
| Coreweave Inc | 2.7 | ||
| Social Capital Hedosophia Holdings Corp V | 2.5 | ||
| Arista Networks Inc | 2.5 | ||
| J P Morgan Chase & Co | 2.4 | ||
| AbbVie Inc | 1.9 | ||
| Thermo Fisher Scientific Inc | 1.9 | ||
| GRAB Holdings Ltd | 1.7 | ||
| Reddit Inc | 1.3 | ||
| Figma Inc | 1.3 | ||
| Trade Desk Inc | 1.2 | ||
| Home Depot Inc | 1.2 | ||
| Intuitive Surgical Inc | 1.0 | ||
| Archimedes Tech SPAC Partners Co | 0.9 | ||
| Stryker Corp | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.1 |
| (b) Individuals (high net worth individuals) | 15 | 130.2 |
| (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 | 47 | 131.3 |
| By Discretionary | ||
| Discretionary | 47 | 131.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 47 | 131.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.3 | |
| Total | 47 | 131.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002057078] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brighton Wealth Management Inc
✚
|
UT | 131.9 M |
|
Tublin - Difusco Advisors Inc
✚
|
131.9 M | |
|
Laminar Wealth LLC
✚
|
MO | 131.8 M |
|
Nest Investments LLC
✚
|
PA | 131.7 M |
|
Benchmark Financial LLC
✚
|
DE | 131.6 M |
|
Middleton & Company
✚
|
WA | 131.3 M |
|
Stawnychy Financial Services Inc
✚
|
NJ | 131.2 M |
|
Bison Wealth Management LLC
✚
|
OH | 131.0 M |
|
DMK Advisor Group Inc
✚
|
FL | 130.8 M |
|
Open Source Investments LLC
✚
|
130.7 M |