Wilmar Advisors LLC

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Assets, Funds, Holdings

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Wilmar Advisors LLC
CRD #323728
SEC #802-126891
CIK #0002052481
AUM
Employees
Phone609-712-5947
Address
Source [IAPD] [EDGAR]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 21.7
Facebook Inc 7.0
Amazon Com Inc 5.9
Alphabet Inc 3.9
Alphabet Inc 3.6
Advanced Micro Devices Inc 3.4
iShares Silver Trust 2.3
Sprott Physical Gold & Silver Trust 2.3
CrowdStrike Holdings Inc 1.3
Boeing Co 1.3
View All
Holdings by Sector ($M)
1108866442202024202420252026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Tacony Investment Partnership LP [2022-10-17] 29.3 108.1
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Jason Frede 1
Trumbull Advisors LLC 1
William Leventon 1
EDGAR Form CIK 2011 - 2025
13F-HR [0002052481]
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