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Wealthspire Advisors LLC
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CRD # | 106181 |
SEC # | 801-49390 |
CIK # | 0001646247 |
AUM | $18.9 BB (2024-03-27) |
Employees | 259 (54% Investors, 0% Brokers) |
Phone | 212-973-1200 |
Address | 521 Fifth Avenue New York, NY 10175 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
Total AUM ($BB) |
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CIK | Period |
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0001646247 | |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
Aon Corp | 56.4 | 0.1 | |
Apple Inc | 2,382.8 | 0.1 | |
Microsoft Corp | 1,918.2 | 0.1 | |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Sontag Special Opportunities Fund | 2012-04-03 | 0.0 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 3,718 | 1.4 |
(b) Individuals (high net worth individuals) | 3,316 | 16.9 |
(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 | 0 | 0.0 |
(g) Pension and profit sharing plans | 9 | 0.0 |
(h) Charitable organizations | 58 | 0.3 |
(i) State or municipal government entities | 1 | 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 | 54 | 0.3 |
(n) Other | 0 | 0.0 |
Total | 7,156 | 18.9 |
By Discretionary | ||
Discretionary | 6,799 | 18.5 |
Non-Discretionary | 357 | 0.3 |
Total | 7,156 | 18.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 18.9 | |
Total | 7,156 | 18.9 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001646247] |
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Colchester Global Investors Ltd
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|
21.9 | |
Brookfield Public Securities Group LLC
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1919 Investment Counsel LLC
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Fuller & Thaler Asset Management Inc
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Wellington Management Japan PTE Ltd
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|
18.1 | |
Fred Alger Management LLC
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55I LLC
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MA | 17.5 |
Longfellow Investment Management Co LLC
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MA | 17.0 |
Yacktman Asset Management LP
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TX | 16.2 |