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| Allegheny Investments
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|
|---|---|
| CRD # | 7597 |
| SEC # | 801-57662 |
| CIK # | 0001844148 |
| AUM | $742.1 M (2026-05-15) |
| Employees | 21 (67% Investors, 0% Brokers) |
| Phone | 412-367-3880 |
| Address | Stone Quarry Crossing Pittsburgh, PA 15237 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.6 | ||
| NVR Inc | 19.6 | ||
| ERIE Indemnity Co | 16.5 | ||
| Microsoft Corp | 8.7 | ||
| PPG Industries Inc | 8.5 | ||
| Lilly Eli & Co | 7.4 | ||
| Fidelity Wise Origin Bitcoin Fund | 6.1 | ||
| Caterpillar Inc | 4.5 | ||
| Alphabet Inc | 4.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,185 | 0.3 |
| (b) Individuals (high net worth individuals) | 175 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 0.0 |
| (h) Charitable organizations | 55 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,261 | 0.7 |
| By Discretionary | ||
| Discretionary | 3,258 | 0.7 |
| Non-Discretionary | 3 | 0.0 |
| Total | 3,261 | 0.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.7 | |
| Total | 3,261 | 0.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844148] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NexWave Capital Partners LLC
✚
|
NY | 1.0 |
|
Omnia Family Wealth LLC
✚
|
FL | 1.0 |
|
New Vernon Advisers LP
✚
|
NJ | 0.9 |
|
The Weil Company
✚
|
CA | 0.9 |
|
Vizcaya Capital LLC
✚
|
FL | 0.6 |
|
Proaltus USA Inc
✚
|
0.6 | |
|
KDK Private Wealth Management LLC
✚
|
TX | 0.6 |
|
Octogone NA LLC
✚
|
FL | 0.5 |
|
Kingsbridge Wealth Management Inc
✚
|
NV | 0.5 |
|
Petra Financial Advisors Inc
✚
|
CO | 0.4 |