HUMANKIND INVESTMENTS
HUMANKIND INVESTMENTS LLC Legal Name
Adviser information for HUMANKIND INVESTMENTS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $396.1M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $396.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $264.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $131.8M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
Principal Office
79 MADISON AVENUENEW YORK
NY
United States
Monday - Friday, 8:00 - 6:00
Tel: 646-838-4352, Fax: None
Chief Compliance Officer
ILANA MARCUS
79 MADISON AVE.
NEW YORK
NY
United States
Tel:
646-838-4352
I***********@***********O
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Katz, James, J | Individual | – | CHIEF EXECUTIVE OFFICER | 04/2019 | < 5% |
| HUMANKIND USA, LLC | Domestic Entity | – | MANAGING MEMBER | 04/2019 | > 75% |
| HUMANKIND FINANCIAL GROUP, PBC | Domestic Entity | HUMANKIND USA, LLC | MANAGING MEMBER | 04/2019 | > 75% |
| HUMANKIND TRUST | Domestic Entity | HUMANKIND FINANCIAL GROUP, PBC | MANAGING MEMBER | 04/2019 | > 75% |
| Katz, James, J | Individual | HUMANKIND TRUST | TRUSTEE | 03/2019 | > 75% |
| Marcus, Ilana, Ruth | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2021 | < 5% |
| AYE HAN, YI YI MON | Individual | – | CHIEF OPERATING OFFICER | 01/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 2M | 15K | – |
| ABBVIE INC | COM | 3M | 16K | – |
| ADAPTHEALTH CORP | COMMON STOCK | 157K | 16K | – |
| AGCO CORP | COM | 812K | 8K | – |
| ALLSTATE CORP | COM | 277K | 2K | – |
| ALNYLAM PHARMACEUTICALS INC | COM | 223K | 916 | – |
| ALPHABET INC | CAP STK CL A | 6M | 32K | – |
| AMAZON COM INC | COM | 870K | 5K | – |
| AMERICAN EXPRESS CO | COM | 270K | 1K | – |
| AMERICAN INTL GROUP INC | COM NEW | 302K | 4K | – |
| AMERICAN WTR WKS CO INC NEW | COM | 509K | 4K | – |
| AMGEN INC | COM | 2M | 5K | – |
| APPLE INC | COM | 16M | 78K | – |
| APPLIED MATLS INC | COM | 257K | 1K | – |
| ARCHER DANIELS MIDLAND CO | COM | 2M | 36K | – |
| AT&T INC | COM | 1M | 65K | – |
| BANK AMERICA CORP | COM | 740K | 19K | – |
| BAXTER INTL INC | COM | 1M | 33K | – |
| BECTON DICKINSON & CO | COM | 2M | 7K | – |
| BEST BUY INC | COM | 393K | 5K | – |
| BIOGEN INC | COM | 441K | 2K | – |
| BOSTON SCIENTIFIC CORP | COM | 1M | 13K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 1M | 29K | – |
| BUNGE GLOBAL SA | COM SHS | 1M | 13K | – |
| CAPITAL ONE FINL CORP | COM | 220K | 2K | – |
| CARDINAL HEALTH INC | COM | 428K | 4K | – |
| CATALENT INC | COM | 209K | 4K | – |
| CENCORA INC | COM | 489K | 2K | – |
| CENTENE CORP DEL | COM | 430K | 6K | – |
| CF INDS HLDGS INC | COM | 1M | 18K | – |
| CHARTER COMMUNICATIONS INC N | CL A | 288K | 964 | – |
| CHURCH & DWIGHT CO INC | COM | 481K | 5K | – |
| CISCO SYS INC | COM | 4M | 89K | – |
| CITIGROUP INC | COM NEW | 567K | 9K | – |
| CLOROX CO DEL | COM | 309K | 2K | – |
| COLGATE PALMOLIVE CO | COM | 2M | 20K | – |
| COMCAST CORP NEW | CL A | 941K | 24K | – |
| CONAGRA BRANDS INC | COM | 453K | 16K | – |
| CORTEVA INC | COM | 2M | 34K | – |
| CVS HEALTH CORP | COM | 682K | 12K | – |
| D R HORTON INC | COM | 207K | 1K | – |
| DANAHER CORPORATION | COM | 780K | 3K | – |
| DEERE & CO | COM | 3M | 7K | – |
| DELL TECHNOLOGIES INC | CL C | 1M | 9K | – |
| DISNEY WALT CO | COM | 269K | 3K | – |
| DOW INC | COM | 267K | 5K | – |
| DUPONT DE NEMOURS INC | COM | 437K | 5K | – |
| ECOLAB INC | COM | 1M | 5K | – |
| EDWARDS LIFESCIENCES CORP | COM | 441K | 5K | – |
| ELEVANCE HEALTH INC | COM | 609K | 1K | – |
| ELI LILLY & CO | COM | 3M | 4K | – |
| EXCHANGE TRADED CONCEPTS TRU | ROBO GLB ETF | 2M | 42K | – |
| FIRST SOLAR INC | COM | 259K | 1K | – |
| FMC CORP | COM NEW | 972K | 17K | – |
| FRANKLIN ELEC INC | COM | 352K | 4K | – |
| FRESH DEL MONTE PRODUCE INC | ORD | 613K | 28K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 1M | 16K | – |
| GENERAL MLS INC | COM | 355K | 6K | – |
| GILEAD SCIENCES INC | COM | 1M | 15K | – |
| GINKGO BIOWORKS HOLDINGS INC | CL A SHS | 9K | 26K | – |
| GOLDMAN SACHS GROUP INC | COM | 466K | 1K | – |
| HCA HEALTHCARE INC | COM | 1M | 4K | – |
| HEWLETT PACKARD ENTERPRISE C | COM | 338K | 16K | – |
| HOLOGIC INC | COM | 387K | 5K | – |
| HOME DEPOT INC | COM | 519K | 2K | – |
| HP INC | COM | 1M | 36K | – |
| HUMANA INC | COM | 425K | 1K | – |
| HUMANKIND BENEFIT CORPORATIO | HUMANKIND US STK | 88M | 3M | – |
| INGREDION INC | COM | 651K | 6K | – |
| INTEL CORP | COM | 2M | 68K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 348K | 2K | – |
| INTUITIVE SURGICAL INC | COM NEW | 508K | 1K | – |
| INVESCO QQQ TR | UNIT SER 1 | 41M | 87K | – |
| IQVIA HLDGS INC | COM | 663K | 3K | – |
| ISHARES TR | RUSSELL 3000 ETF | 8M | 25K | – |
| ISHARES TR | RUSSELL 2000 ETF | 11M | 56K | – |
| ISHARES TR | RUS 1000 ETF | 7M | 25K | – |
| ISHARES TR | ISHARES BIOTECH | 618K | 5K | – |
| ISHARES TR | TIPS BD ETF | 3M | 26K | – |
| ISHARES TR | HDG MSCI JAPAN | 5M | 67K | – |
| ISHARES TR | EXPND TEC SC ETF | 5M | 49K | – |
| JACOBS SOLUTIONS INC | COM | 432K | 3K | – |
| JOHNSON & JOHNSON | COM | 3M | 19K | – |
| JPMORGAN CHASE & CO. | COM | 976K | 5K | – |
| KELLANOVA | COM | 352K | 6K | – |
| KENVUE INC | COM | 504K | 28K | – |
| KROGER CO | COM | 280K | 6K | – |
| LABCORP HOLDINGS INC | COM SHS | 1M | 6K | – |
| LOWES COS INC | COM | 306K | 1K | – |
| LSB INDS INC | COM | 95K | 12K | – |
| LUMEN TECHNOLOGIES INC | COM | 119K | 108K | – |
| MCKESSON CORP | COM | 708K | 1K | – |
| MERCK & CO INC | COM | 2M | 19K | – |
| METLIFE INC | COM | 255K | 4K | – |
| MICROSOFT CORP | COM | 15M | 34K | – |
| MODERNA INC | COM | 425K | 4K | – |
| MONDELEZ INTL INC | CL A | 405K | 6K | – |
| MORGAN STANLEY | COM NEW | 480K | 5K | – |
| MOSAIC CO NEW | COM | 2M | 81K | – |
| OPENDOOR TECHNOLOGIES INC | COM | 25K | 13K | – |
| OPKO HEALTH INC | COM | 66K | 53K | – |
| ORACLE CORP | COM | 269K | 2K | – |
| PEPSICO INC | COM | 516K | 3K | – |
| PFIZER INC | COM | 2M | 78K | – |
| PROCTER AND GAMBLE CO | COM | 6M | 34K | – |
| PROGRESSIVE CORP | COM | 288K | 1K | – |
| PRUDENTIAL FINL INC | COM | 228K | 2K | – |
| QUALCOMM INC | COM | 225K | 1K | – |
| QUEST DIAGNOSTICS INC | COM | 827K | 6K | – |
| REGENERON PHARMACEUTICALS | COM | 960K | 913 | – |
| RESMED INC | COM | 237K | 1K | – |
| SIRIUS XM HOLDINGS INC | COM | 36K | 13K | – |
| SMUCKER J M CO | COM NEW | 671K | 6K | – |
| SONY GROUP CORP | SPONSORED ADR | 3M | 40K | – |
| SPDR GOLD TR | GOLD SHS | 9M | 40K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 32M | 59K | – |
| SPDR SER TR | BLOOMBERG 1-3 MO | 12M | 128K | – |
| SPECTRUM BRANDS HLDGS INC NE | COM | 381K | 4K | – |
| STRYKER CORPORATION | COM | 2M | 5K | – |
| SUNRUN INC | COM | 188K | 16K | – |
| T-MOBILE US INC | COM | 565K | 3K | – |
| TELEFLEX INCORPORATED | COM | 239K | 1K | – |
| TENET HEALTHCARE CORP | COM NEW | 458K | 3K | – |
| TESLA INC | COM | 242K | 1K | – |
| THE CIGNA GROUP | COM | 1M | 5K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 1M | 2K | – |
| TRAVELERS COMPANIES INC | COM | 205K | 1K | – |
| UNITEDHEALTH GROUP INC | COM | 1M | 3K | – |
| UNIVERSAL HLTH SVCS INC | CL B | 311K | 2K | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 11M | 101K | – |
| VERALTO CORP | COM SHS | 479K | 5K | – |
| VERIZON COMMUNICATIONS INC | COM | 1M | 31K | – |
| VERTEX PHARMACEUTICALS INC | COM | 909K | 2K | – |
| VIATRIS INC | COM | 330K | 31K | – |
| VISA INC | COM CL A | 205K | 780 | – |
| WALGREENS BOOTS ALLIANCE INC | COM | 250K | 21K | – |
| WALMART INC | COM | 2M | 22K | – |
| WARNER BROS DISCOVERY INC | COM SER A | 84K | 11K | – |
| WELLS FARGO CO NEW | COM | 568K | 10K | – |
| ZIMMER BIOMET HOLDINGS INC | COM | 599K | 6K | – |