Baltimore Capital Management Inc

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Assets, Funds, Holdings

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Baltimore Capital Management Inc
CRD #109949
SEC #801-110282
CIK #0001351363
AUM
Employees 4 (75% Investors, 0% Brokers)
Phone410-727-4480
Address575 S Charles St
Baltimore, MD 21201
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
15012090603001999200720152024
Sector Form 13F Holdings Value ($M)
SPDR Gold Trust 3.0
Apple Inc 2.8
Chevron Corp 2.6
Price T Rowe Group Inc 2.5
Johnson & Johnson 2.2
Phillips 66 2.1
US Bancorp de 2.0
Alaska Air Group Inc 1.8
Exxon Mobil Corp 1.7
Bank of Montreal /Can/ 1.5
View All
Holdings by Sector ($M)
806448321602017201820192020
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 94 36.9
(b) Individuals (high net worth individuals) 29 71.8
(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 7 9.3
(n) Other 0 0.0
Total 130 117.9
By Discretionary
Discretionary 128 116.5
Non-Discretionary 2 1.4
Total 130 117.9
By Non-United States Persons
Non-United States Persons 21.7
United States Persons 96.3
Total 130 117.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001351363]
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