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| Happy Holidays!! thanks for using AUM13F!! |
| Your Advocates Ltd LLP
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| CRD # | 138612 |
| SEC # | 801-65283 |
| CIK # | 0001774437 |
| AUM | $374.5 M (2025-02-04) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 713-827-8014 |
| Address | 920 Memorial City Way Houston, TX 77024 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| SPDR Gold Trust | 15.0 | |
| Exxon Mobil Corp | 2.0 | |
| Conocophillips | 1.6 | |
| Apple Inc | 1.2 | |
| AECOM Technology Corp | 0.5 | |
| Microsoft Corp | 0.2 | |
| Halliburton Co | 0.2 | |
| Occidental Petroleum Corp /DE/ | 0.2 | |
| Tesla Motors Inc | 0.1 | |
| Moodys Corp /DE/ | 0.1 |
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Sotex Housing LP | 2015-03-27 | 1.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 24.7 |
| (b) Individuals (high net worth individuals) | 121 | 349.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,109 | 374.5 |
| By Discretionary | ||
| Discretionary | 1,109 | 374.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,109 | 374.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 374.5 | |
| Total | 1,109 | 374.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001774437] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heritage Oak Wealth Advisors LLC
✚
|
FL | 0.3 |
|
Bison Capital Advisors LLC
✚
|
OK | 0.2 |
|
Prestige Wealthwide LLC
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|
UT | 0.2 |
|
Viden Arbor Capital LLC
✚
|
0.2 | |
|
The Stone Creek Group LLC
✚
|
CO | 0.2 |
|
Chung Wu Investment Group LLC
✚
|
TX | 0.1 |
|
V Delima Investments Inc
✚
|
0.1 | |
|
Sagent Wealth Management
✚
|
CA | 0.1 |
|
Backbone Planning Partners LLC
✚
|
NV | 0.1 |
|
Millennial Advisers LLC
✚
|
NY | 0.1 |