Well DONE LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Well DONE LLC
CRD #173736
SEC #801-80687
CIK #
AUM $1.0 BB (100% Disc, 100% US)
Employees18 (89% Investors, 0% Brokers)
Phone616-392-5332
Address85 E 8th Street
Holland, MI 49423
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
103582862141420702011201420172020
Sector Holding Cap ($MM) Value ($MM)
VLUE33.8
MTUM27.5
GNTX5,360.015.3
VOE13.5
IJR8.7
QUAL7.2
IJH6.9
ABBV115,170.06.0
CHFC3,070.05.9
IWN5.8
View All
Holdings by Sector ($)
0.30.20.20.10.10.02015201620172019
Comparable Firms State AUM ($BB)
Gryphon Financial Partners LLC
OH
1.0
INR Advisory Services LLC
PA
1.0
Hotchkiss Associates Inc
IL
1.0
Kimball Consultants Inc
TX
1.0
Mitchell Sinkler & Starr Inc
PA
1.0
Nations Financial Group Inc
IA
1.0
EARNEST Partners Ltd LLC
MS
1.0
Cedar Brook Financial Partners LLC
OH
1.0
Usonian Investments LLC
IL
1.0
Pillar Pacific Capital Management LLC
CA
1.0
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com