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Erik Roemer

@Gerber, Llc

Latest period2024 - Q3ReportedManaged Assets$136.061MTotal holdings95
Assets growth rate7.03%Assets growth rate (2-Q avg)6.88%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Gerber, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Gerber, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 136.061M in assets, with a quarterly growth rate of 7.03% and a 2-quarter average growth rate of 6.88%. The portfolio is managed by Erik Roemer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IPORenaissance Cap Greenwich Fd
Recent Activity
Increased 0.02%
0.17%
$230,338
5,372 shares@ $42.88 avg price