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| Happy Holidays!! thanks for using AUM13F!! |
| Aurdan Capital Management LLC
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| CRD # | 330304 |
| SEC # | 801-129781 |
| CIK # | 0002057382, 0002016619 |
| AUM | $423.2 M (2025-03-20) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 484-254-1935 |
| Address | 1550 Liberty Ridge Drive Wayne, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Philip Morris International Inc | 9.9 | ||
| Grainger W W Inc | 9.3 | ||
| Amerisourcebergen Corp | 9.0 | ||
| Marsh & McLennan Companies Inc | 8.3 | ||
| Lowes Companies Inc | 8.1 | ||
| Ross Stores Inc | 5.8 | ||
| Microchip Technology Inc | 5.4 | ||
| Abbott Laboratories | 5.0 | ||
| UnitedHealth Group Inc | 4.9 | ||
| Amgen Inc | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 78.7 |
| (b) Individuals (high net worth individuals) | 92 | 300.2 |
| (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 | 6 | 28.4 |
| (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 | 16.0 |
| (n) Other | 0 | 0.0 |
| Total | 316 | 423.2 |
| By Discretionary | ||
| Discretionary | 316 | 423.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 316 | 423.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 423.2 | |
| Total | 316 | 423.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0002016619] | |
| 13F-HR | [0002057382] |
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O'Keefe Stevens Advisory Inc
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0.4 | |
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TFG Advisers LLC
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MGB Wealth Management LLC
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TX | 0.4 |
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Samalin Investment Counsel LLC
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NY | 0.4 |
|
Access Investment Management LLC
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Efficient Frontier Advisors LLC
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0.4 |