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| Aurdan Capital Management LLC
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|---|---|
| CRD # | 330304 |
| SEC # | 801-129781 |
| CIK # | 0002016619, 0002057382 |
| AUM | $526.2 M (2026-03-30) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 484-254-1935 |
| Address | 1550 Liberty Ridge Drive Wayne, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002016619 0002057382 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Grainger W W Inc | 10.4 | ||
| Philip Morris International Inc | 8.4 | ||
| Ross Stores Inc | 7.8 | ||
| Amerisourcebergen Corp | 6.8 | ||
| Lowes Companies Inc | 6.4 | ||
| Microchip Technology Inc | 5.8 | ||
| State Street Corp | 5.6 | ||
| Marsh & McLennan Companies Inc | 5.2 | ||
| UnitedHealth Group Inc | 4.6 | ||
| Johnson & Johnson | 4.4 | ||
| Amgen Inc | 4.1 | ||
| Chevron Corp | 4.0 | ||
| Microsoft Corp | 2.8 | ||
| Coca Cola Co | 2.5 | ||
| Automatic Data Processing Inc | 2.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 296 | 102.6 |
| (b) Individuals (high net worth individuals) | 114 | 376.5 |
| (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 | 1 | 0.0 |
| (h) Charitable organizations | 8 | 29.9 |
| (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 | 4 | 17.3 |
| (n) Other | 0 | 0.0 |
| Total | 423 | 526.2 |
| By Discretionary | ||
| Discretionary | 422 | 524.3 |
| Non-Discretionary | 1 | 2.0 |
| Total | 423 | 526.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 526.2 | |
| Total | 423 | 526.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0002016619] | |
| 13F-HR | [0002057382] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BCR Wealth Strategies LLC
✚
|
AL | 0.5 |
|
CURA Wealth Advisors LLC
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|
IL | 0.5 |
|
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0.5 | |
|
West Oak Capital LLC
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ID | 0.5 |
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Bostonpremier Wealth LLC
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5th Street Advisors LLC
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CT | 0.5 |
|
Essential Planning LLC
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NH | 0.5 |
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Mowery & Schoenfeld Wealth Management LLC
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IL | 0.5 |
|
Denver PWM LLC
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|
CO | 0.5 |