JOSH ARNOLD INVESTMENT CONSULTANT, LLC
Adviser information for JOSH ARNOLD INVESTMENT CONSULTANT, LLC last updated from Form ADV on January 11th, 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 | Minnesota, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
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 | 353 | $120.0M |
Non-Discretionary | 0 | $0 |
Total | 353 | $120.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 208 | $45.5M |
HNW Individuals | 52 | $74.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
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 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUMHourly charges |
Principal Office
6800 FRANCE AVENUE SOUTH,#325
EDINA
MN
United States
Monday - Friday, 8:30 - 5:00
Tel: 952-925-5608, Fax: 952-925-6228
Chief Compliance Officer
JOSHUA ARNOLD
MANAGING MEMBER
6800 FRANCE AVENUE SOUTH
#325
EDINA
MN
United States
Tel:
952-925-5608
Fax:
952-925-6228
J***@**************M
(Full email address available in API data)
Regulatory Contact
NONE
NONE
NONE
NONE
NONE
MN
United States
Tel:
NONE
Fax:
NONE
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ARNOLD, JOSHUA, DAVID | Individual | – | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 02/2016 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
CELLEBRITE DI LTD | *W EXP 99/99/999 | 2M | 675K | – |
POWERFLEET INC | COM | 3M | 567K | – |
APPLE INC | COM | 73M | 348K | – |
EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 638K | 250K | – |
OPEN LENDING CORP | COM | 781K | 140K | – |
AMAZON COM INC | COM | 23M | 118K | – |
SABLE OFFSHORE CORP | COM SHS | 2M | 104K | – |
DRAFTKINGS INC NEW | COM CL A | 4M | 95K | – |
BROOKDALE SR LIVING INC | COM | 615K | 90K | – |
COHEN & STEERS INC | COM | 2M | 33K | – |
CELLEBRITE DI LTD | ORDINARY SHARES | 359K | 30K | – |
CORE SCIENTIFIC INC NEW | COM | 279K | 30K | – |
NVIDIA CORPORATION | COM | 2M | 16K | – |
MICRON TECHNOLOGY INC | COM | 2M | 14K | – |
AIRBNB INC | COM CL A | 2M | 13K | – |
WELLS FARGO CO NEW | COM | 356K | 6K | – |
POWERFLEET INC | COM | 166K | 222K | – |
POWERFLEET INC | COM | 553K | 221K | – |
NAVIOS MARITIME PARTNERS L P | COM UNIT LPI | 463K | 129K | – |
MICROSOFT CORP | COM | 564K | 1K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 454K | 1K | – |
TETRA TECHNOLOGIES INC DEL | COM | 32K | 76K | – |
TETRA TECHNOLOGIES INC DEL | COM | 35K | 70K | – |
TETRA TECHNOLOGIES INC DEL | COM | 2K | 10K | – |
TETRA TECHNOLOGIES INC DEL | COM | 4K | 9K | – |