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| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Antman Lester Murray
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|---|---|
| CRD # | 119311 |
| SEC # | 801-69016 |
| CIK # | |
| AUM | $370.6 M (2025-03-07) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 866-589-0430 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 10.8 |
| (b) Individuals (high net worth individuals) | 44 | 359.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 234 | 370.6 |
| By Discretionary | ||
| Discretionary | 234 | 370.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 234 | 370.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.6 | |
| Total | 234 | 370.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Threadgill Financial LLC
✚
|
TX | 0.4 |
|
AZ Apice Capital Management LLC
✚
|
FL | 0.4 |
|
Fifth Force Management LLC
✚
|
TX | 0.4 |
|
Portfolio LLC
✚
|
NM | 0.4 |
|
Hardin Capital Partners LLC
✚
|
SC | 0.4 |
|
H I A - Helvetia Investment Advisors Sa
✚
|
0.4 | |
|
Brian D Lowder Inc
✚
|
CA | 0.4 |
|
Hall Capital Management Company Inc
✚
|
RI | 0.4 |
|
Bontempo OHLY Capital Management LLC
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|
MD | 0.4 |
|
Taylor Financial Group Inc
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|
VA | 0.4 |