|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Washington Growth Strategies LLC
✚
|
|
|---|---|
| CRD # | 171774 |
| SEC # | 801-80069 |
| CIK # | 0002044575 |
| AUM | $233.6 M (2025-03-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 202-740-0217 |
| Address | 1200 G Street NW Washington, DC 20005 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| iShares S&P GSCI Commodity-Indexed Trust | 3.0 | ||
| OPKO Health Inc | 1.8 | ||
| Amazon Com Inc | 1.7 | ||
| Bank of America Corp /DE/ | 1.6 | ||
| Caretrust REIT Inc | 1.3 | ||
| AbbVie Inc | 0.8 | ||
| Holdings by Sector ($k) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Washington Growth Fund LP | 2015-02-12 | 17.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 5.2 |
| (b) Individuals (high net worth individuals) | 29 | 191.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 17.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 19.2 |
| (n) Other | 0 | 0.0 |
| Total | 125 | 233.6 |
| By Discretionary | ||
| Discretionary | 119 | 233.6 |
| Non-Discretionary | 6 | 0.0 |
| Total | 125 | 233.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 233.5 | |
| Total | 125 | 233.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002044575] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Game Creek Capital LP
✚
|
MA | 0.2 |
|
Broadmark Asset Management LLC
✚
|
TX | 0.2 |
|
Schear Investment Advisers LLC
✚
|
OH | 0.2 |
|
Commerce Advisors LLC
✚
|
TN | 0.2 |
|
Garrison Murphy Wealth Management LLC
✚
|
0.2 | |
|
Evergreen Capital Associates LLC
✚
|
NJ | 0.2 |
|
Stance Capital LLC
✚
|
MA | 0.2 |
|
MORI Huston Partners LLC
✚
|
FL | 0.2 |
|
Gulfstream CM LLC
✚
|
NJ | 0.2 |
|
Boyar Asset Management Inc
✚
|
NY | 0.2 |