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| Happy Holidays!! thanks for using AUM13F!! |
| Addis & Hill Incorporated
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| CRD # | 117495 |
| SEC # | 801-118276 |
| CIK # | 0002016470 |
| AUM | $218.9 M (2025-05-21) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 610-688-9500 |
| Address | 200 W Lancaster Ave Wayne, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002016470 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Energy Transfer Equity LP | 1.3 | ||
| Constellation Energy Corp | 1.1 | ||
| Targa Resources Corp | 1.0 | ||
| Williams Companies Inc | 0.8 | ||
| Enterprise Products Partners L P | 0.7 | ||
| Kinder Morgan Inc | 0.7 | ||
| MPLX LP | 0.7 | ||
| Oneok Inc /New/ | 0.6 | ||
| Exterran Holdings Inc | 0.6 | ||
| Fortune Brands Home & Security Inc | 0.5 | ||
| Exelon Corp | 0.4 | ||
| Texas Instruments Inc | 0.3 | ||
| Neumora Therapeutics Inc | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 49.3 |
| (b) Individuals (high net worth individuals) | 61 | 169.5 |
| (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 | 416 | 218.9 |
| By Discretionary | ||
| Discretionary | 416 | 218.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 416 | 218.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 218.9 | |
| Total | 416 | 218.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002016470] |
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