Aldemar Research Corporation

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Assets, Funds, Holdings

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Aldemar Research Corporation
CRD #178523
SEC #801-112458
CIK #
AUM 89.5 M (2026-01-21)
Employees 3 (100% Investors, 33% Brokers)
Phone315-382-4843
Address
Source [IAPD]
Total AUM ($M)
907254361802010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 33 6.5
(b) Individuals (high net worth individuals) 42 77.1
(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 1 5.4
(h) Charitable organizations 2 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 1 0.5
(n) Other 0 0.0
Total 130 89.5
By Discretionary
Discretionary 129 84.1
Non-Discretionary 1 5.4
Total 130 89.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 89.5
Total 130 89.5
Firm Profile (Form ADV)
ServesRetail
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