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| Happy Holidays!! thanks for using AUM13F!! |
| Baer Investment Advisory LLC
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| CRD # | 152063 |
| SEC # | 801-132149 |
| CIK # | 0002057153 |
| AUM | $107.5 M (2025-03-11) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 917-561-4160 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 5.3 | ||
| Amphenol Corp /DE/ | 4.6 | ||
| Analog Devices Inc | 4.1 | ||
| Veeva Systems Inc | 4.0 | ||
| Emcor Group Inc | 3.8 | ||
| Costar Group Inc | 3.6 | ||
| Intuit Inc | 3.5 | ||
| Deere & Co | 3.2 | ||
| Cadence Design Systems Inc | 3.1 | ||
| Air Products & Chemicals Inc /DE/ | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 3.9 |
| (b) Individuals (high net worth individuals) | 49 | 102.3 |
| (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 | 2 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 96 | 107.5 |
| By Discretionary | ||
| Discretionary | 96 | 107.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 96 | 107.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.5 | |
| Total | 96 | 107.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002057153] |
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