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| Your Advocates Ltd LLP
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| |
|---|---|
| CRD # | 138612 |
| SEC # | 801-65283 |
| CIK # | 0001774437 |
| AUM | $362.2 MM (2024-03-26) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 713-827-8014 |
| Address | 920 Memorial City Way Houston, TX 77024 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 12.5 | ||
| XOM | 385,508.3 | 2.1 | |
| AAPL | 2,382,844.0 | 1.3 | |
| COP | 123,162.3 | 0.8 | |
| TSLA | 723,390.3 | 0.5 | |
| ACM | 9,202.8 | 0.4 | |
| HAL | 29,936.6 | 0.4 | |
| SLB | 52,255.6 | 0.2 | |
| MSFT | 1,918,222.4 | 0.2 | |
| MPC | 47,980.8 | 0.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Sotex Housing LP | 2015-03-27 | 1.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 27.1 |
| (b) Individuals (high net worth individuals) | 123 | 332.2 |
| (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 | 1,043 | 359.3 |
| By Discretionary | ||
| Discretionary | 1,043 | 359.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,043 | 359.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 359.3 | |
| Total | 1,043 | 359.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001774437] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Progressive Investment Management Corporation
✚
|
OR | 0.6 |
|
Goalvest Advisory LLC
✚
|
NY | 0.5 |
|
Bison Capital Advisors LLC
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|
OK | 0.2 |
|
Accelerated Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Prestige Wealthwide LLC
✚
|
UT | 0.2 |
|
Viden Arbor Capital LLC
✚
|
MI | 0.2 |
|
The Stone Creek Group LLC
✚
|
CO | 0.2 |
|
V Delima Investments Inc
✚
|
FL | 0.1 |
|
Warren Capital Management Inc
✚
|
SC | 0.1 |
|
Sagent Wealth Management
✚
|
CA | 0.1 |