|
⚲
|
| Your Advocates Ltd LLP
✚
|
|
|---|---|
| CRD # | 138612 |
| SEC # | 801-65283 |
| CIK # | 0001774437 |
| AUM | $333.6 MM (2023-03-16) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 713-827-8014 |
| Address | 920 Memorial City Way Houston, TX 77024 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 13.4 | ||
| XOM | 385,508.3 | 1.3 | |
| AAPL | 2,382,844.0 | 1.1 | |
| EPD | 54,009.8 | 0.6 | |
| TSLA | 723,390.3 | 0.5 | |
| PSX | 42,745.7 | 0.4 | |
| SLB | 52,255.6 | 0.4 | |
| IAU | 0.4 | ||
| ACM | 9,202.8 | 0.4 | |
| COP | 123,162.3 | 0.3 | |
| 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 | 26.8 |
| (b) Individuals (high net worth individuals) | 117 | 306.7 |
| (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 | 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 | 1,027 | 333.6 |
| By Discretionary | ||
| Discretionary | 1,027 | 333.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,027 | 333.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.6 | |
| Total | 1,027 | 333.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001774437] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Huntleigh Advisors Inc
✚
|
MO | 0.4 |
|
Blue Zone Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Orchard Capital Management LLC
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|
IL | 0.4 |
|
TSP Capital Management Group LLC
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|
NJ | 0.4 |
|
Clearpath Capital Partners LLC
✚
|
CA | 0.3 |
|
Weathervane Asset Management LLC
✚
|
FL | 0.3 |
|
Brownlie & Braden Advisors LLC
✚
|
TX | 0.3 |
|
ATON Financial LLC
✚
|
PR | 0.3 |
|
McNally Advisors LLC
✚
|
IL | 0.3 |
|
Clarity Capital Partners LLC
✚
|
CA | 0.3 |