09/07/2023
- Large advisory firm
- An investment adviser (or subadviser) to an investment company
130 14.04%
45
SEC, Terminated, 3/10/2023
Other registrations (1)23,591,694,768 -20.97%
22,699,589,529 -23.96%
YES
15
Phone: 212 xxxxxxx
Fax: 212 xxxxxxx
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
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Barrons| Fund Type | Count | GAV |
|---|---|---|
| Hedge Fund | 9 | $1,239,573,032 |
| Private Equity Fund | 3 | $182,810,780 |
| Other Private Fund | 3 | $138,788,024 |
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | AUM | # funds | |
|---|---|---|---|---|---|---|---|---|---|---|
| BOSTON FINANCIAL MANAGEMENT LLC | - | - | - | - | - | - | - | - | - | |
| LEE FINANCIAL COMPANY, LLC | 15.1m | - | 1.3m | 5.8m | - | - | - | - | - | |
| ZOCK ROBERT A & CO INC | - | - | - | - | - | - | - | - | - | |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | - | - | - | - | - | - | - | - | - | |
| BECK, MACK & OLIVER LLC | 109.5m | - | - | - | - | - | 78.9m | - | - | |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC | 167.2m | - | - | - | - | - | 56.4m | - | - | |
| WOODSTOCK CORPORATION | - | - | - | - | - | - | - | - | - | |
| VISION CAPITAL MANAGEMENT, INC. | - | - | - | - | - | - | - | - | - | |
| ORIN GREEN FINANCIAL, LLC | - | - | - | - | - | - | - | - | - | |
| LINSCOMB & WILLIAMS INC | - | - | - | - | - | - | - | - | - |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| 084670108 | BERKSHIRE HATHAWAY INC DEL | $8,987,807,547 | 33.00% | 3.00% | 0.00% |
| 037833100 | APPLE INC | $1,264,706,692 | 5.00% | -19.00% | -8.00% |
| 594918104 | MICROSOFT CORP | $1,487,699,651 | 5.00% | -11.00% | -4.00% |
| 02079K107 | ALPHABET INC | $747,466,879 | 3.00% | 11.00% | 2.00% |
| 91324P102 | UNITEDHEALTH GROUP INC | $888,613,667 | 3.00% | 8.00% | 3.00% |
| 084670702 | BERKSHIRE HATHAWAY INC DEL | $719,590,113 | 3.00% | 1.00% | -2.00% |
| 11271J107 | BROOKFIELD CORP | $571,249,479 | 2.00% | -4.00% | 3.00% |
| 053332102 | AUTOZONE INC | $654,176,964 | 2.00% | 5.00% | 3.00% |
| 235851102 | DANAHER CORPORATION | $537,334,135 | 2.00% | 3.00% | 0.00% |
| 883556102 | THERMO FISHER SCIENTIFIC INC | $514,666,046 | 2.00% | 3.00% | 6.00% |