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| WBI Investments LLC
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| CRD # | 106336 |
| SEC # | 801-22873 |
| CIK # | 0001397424, 0002031792 |
| AUM | 539.6 M (2026-03-31) |
| Employees | 13 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 732-842-4920 |
| Address | One River Centre 331 Newman Springs Road Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001397424 0002031792 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Franklin Templeton Holdings Trust | 0.0 | ||
| Altria Group Inc | 0.0 | ||
| Oneok Inc /New/ | 0.0 | ||
| Verizon Communications Inc | 0.0 | ||
| Hewlett Packard Co | 0.0 | ||
| Tradeweb Markets Inc | 0.0 | ||
| Edison International | 0.0 | ||
| Pfizer Inc | 0.0 | ||
| Exterran Holdings Inc | 0.0 | ||
| Hartford Financial Services Group Inc/DE | 0.0 | ||
| Primerica Inc | 0.0 | ||
| Best Buy Co Inc | 0.0 | ||
| Marsh & McLennan Companies Inc | 0.0 | ||
| Bristol Myers Squibb Co | 0.0 | ||
| United Parcel Service Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 701 | 0.1 |
| (b) Individuals (high net worth individuals) | 58 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 4 | 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 | 3 | 0.0 |
| (n) Other | 26 | 0.1 |
| Total | 1,533 | 0.5 |
| By Discretionary | ||
| Discretionary | 1,533 | 0.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,533 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 1,533 | 0.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001397424] | |
| SC 13G | [0002031792] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| WBI LP | Blue Ridge Bankshares Inc | [2024-07-25] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.5B |
| Serves | Institutional, Retail, Research |
| LEI | 254900AAKBF1KXGEVL59 |
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