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| Happy Holidays!! thanks for using AUM13F!! |
| Ayrshire Capital Management LLC
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| CRD # | 157883 |
| SEC # | 801-114750 |
| CIK # | 0001801563 |
| AUM | $282.4 M (2025-02-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 203-349-5600 |
| Address | 136 Main Street Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001801563 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 15.5 | ||
| Amphenol Corp /DE/ | 14.3 | ||
| Amazon Com Inc | 9.6 | ||
| Costco Wholesale Corp /NEW | 8.5 | ||
| Apple Inc | 8.5 | ||
| Fiserv Inc | 8.1 | ||
| American International Group Inc | 8.0 | ||
| Eaton Corp Ltd | 7.9 | ||
| TJX Companies Inc /DE/ | 7.5 | ||
| Roper Industries Inc | 7.5 | ||
| Insulet Corp | 7.4 | ||
| Gallagher Arthur J & Co | 7.4 | ||
| Mastercard Inc | 7.2 | ||
| Republic Services Inc | 6.8 | ||
| Danaher Corp /DE/ | 6.7 | ||
| Lilly Eli & Co | 6.7 | ||
| Linde PLC | 6.5 | ||
| Ecolab Inc | 6.2 | ||
| Amerisourcebergen Corp | 6.1 | ||
| Home Depot Inc | 5.9 | ||
| Nvidia Corp | 5.8 | ||
| Abbott Laboratories | 5.4 | ||
| Procter & Gamble Co | 5.2 | ||
| Zoetis Inc | 5.2 | ||
| Facebook Inc | 4.7 | ||
| Blackstone Group LP | 2.2 | ||
| KLA Tencor Corp | 1.8 | ||
| Ares Capital Corp | 1.7 | ||
| Alphabet Inc | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 11.4 |
| (b) Individuals (high net worth individuals) | 85 | 267.2 |
| (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 | 0 | 3.7 |
| (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 | 274 | 282.4 |
| By Discretionary | ||
| Discretionary | 274 | 282.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 274 | 282.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 282.4 | |
| Total | 274 | 282.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801563] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trisperity Advisors LLC
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|
TX | 0.3 |
|
Boothe Investment Group Inc
✚
|
DE | 0.3 |
|
Theory Financial LLC
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|
CO | 0.3 |
|
Retirement Planning Group LLC
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NY | 0.3 |
|
Latko Wealth Management Ltd
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|
IL | 0.3 |
|
Western Financial Corporation
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|
CA | 0.3 |
|
Artifex Financial Group LLC
✚
|
OH | 0.3 |
|
Tower View Wealth Management LLC
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|
0.3 | |
|
Luminvest Wealth Management LLC
✚
|
0.3 | |
|
Creegan & Nassoura Financial Group LLC
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|
NH | 0.3 |