|
⚲
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| Baer Investment Advisory LLC
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|
|---|---|
| CRD # | 152063 |
| SEC # | 801-132149 |
| CIK # | 0002057153 |
| AUM | $119.0 M (2026-03-30) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 415-717-1101 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 5.4 | ||
| Curtiss Wright Corp | 5.4 | ||
| Emcor Group Inc | 4.8 | ||
| Deere & Co | 4.7 | ||
| Ferrari NV | 4.6 | ||
| Analog Devices Inc | 4.0 | ||
| Ecolab Inc | 3.9 | ||
| Amphenol Corp /DE/ | 3.6 | ||
| Netflix Inc | 3.6 | ||
| Apple Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 8.6 |
| (b) Individuals (high net worth individuals) | 50 | 107.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 3.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 80 | 119.0 |
| By Discretionary | ||
| Discretionary | 80 | 119.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 80 | 119.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 117.5 | |
| Total | 80 | 119.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002057153] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Enspire Wealth Management LLC
✚
|
CA | 0.1 |
|
Rheeco Inc
✚
|
MA | 0.1 |
|
Greenport Capital Advisors LLC
✚
|
MA | 0.1 |
|
Freedom Value Partners LLC
✚
|
0.1 | |
|
Singer Wealth Management LLC
✚
|
0.1 | |
|
Ridgegate Advisors LLC
✚
|
CO | 0.1 |
|
Riley S Crosbie Advisory LLC
✚
|
UT | 0.1 |
|
Charmarline Wealth Management LLC
✚
|
VA | 0.1 |
|
Northfort Financial LLC
✚
|
0.1 | |
|
Cardinal Advisers LLC
✚
|
0.1 |