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| Happy Holidays!! thanks for using AUM13F!! |
| Barnett & Co Inc
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| CRD # | 105867 |
| SEC # | 801-20295 |
| CIK # | 0001426588 |
| AUM | $175.0 M (2025-01-29) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 423-756-0125 |
| Address | 1300 Broad Street Chattanooga, TN 37402-4476 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| UNUM Group | 10.4 | ||
| Federal Agricultural Mortgage Corp | 7.7 | ||
| Williams Companies Inc | 7.5 | ||
| Springleaf Holdings Inc | 6.6 | ||
| Pfizer Inc | 5.1 | ||
| AbbVie Inc | 4.4 | ||
| Oneok Inc /New/ | 4.3 | ||
| National Fuel Gas Co | 3.9 | ||
| Calumet Inc /DE | 3.7 | ||
| Generac Holdings Inc | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 20.2 |
| (b) Individuals (high net worth individuals) | 62 | 153.2 |
| (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 | 1.4 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 289 | 175.0 |
| By Discretionary | ||
| Discretionary | 289 | 175.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 289 | 175.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.0 | |
| Total | 289 | 175.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001426588] | |
| SC 13D | [0001426588] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Barnett & Company Inc | CornerStone Bancshares Inc | [2015-07-17] |
| Barnett & Company Inc | CornerStone Bancshares Inc | [2015-04-20] |
| Barnett & Company Inc | CornerStone Bancshares Inc | [2015-02-19] |
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