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| Woodmont Investment Counsel LLC
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|---|---|
| CRD # | 109779 |
| SEC # | 801-57961 |
| CIK # | 0001133653 |
| AUM | 2,012.2 M (2026-03-20) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 615-297-6144 |
| Address | 3825 Bedford Ave Nashville, TN 37215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 43.4 | ||
| Broadcom Inc | 33.8 | ||
| Trebia Acquisition Corp | 31.3 | ||
| Microsoft Corp | 29.0 | ||
| Intl FCStone Inc | 27.6 | ||
| HCA Holdings Inc | 24.9 | ||
| J P Morgan Chase & Co | 24.3 | ||
| Chevron Corp | 23.7 | ||
| Johnson & Johnson | 22.5 | ||
| Merck & Co Inc | 20.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Woodmont Partners Fund LP | 2013-07-02 | 15.7 M | |
| HF | Teleion Fund I LP | 2012-03-29 | 8.3 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 0.1 |
| (b) Individuals (high net worth individuals) | 335 | 1.7 |
| (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 | 2 | 0.0 |
| (h) Charitable organizations | 27 | 0.2 |
| (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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,469 | 2.0 |
| By Discretionary | ||
| Discretionary | 1,458 | 2.0 |
| Non-Discretionary | 11 | 0.0 |
| Total | 1,469 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 1,469 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001133653] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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