|
⚲
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| BCK Partners Inc
✚
| |
|---|---|
| CRD # | 181512 |
| SEC # | 801-107484 |
| CIK # | 0001845867 |
| AUM | $191.1 MM (2024-03-20) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 607-654-1182 |
| Address | 27 East Market Street Corning, NY 14830 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLW | 27,449.9 | 2.8 | |
| AAPL | 2,382,844.0 | 0.9 | |
| UNH | 477,004.0 | 0.7 | |
| MSFT | 1,918,222.4 | 0.6 | |
| JNJ | 465,600.2 | 0.5 | |
| AMZN | 1,092,997.8 | 0.5 | |
| AMAT | 82,662.4 | 0.4 | |
| XOM | 385,508.3 | 0.4 | |
| NSC | 53,956.1 | 0.3 | |
| AMGN | 130,083.0 | 0.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 47.1 |
| (b) Individuals (high net worth individuals) | 76 | 142.5 |
| (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 | 1 | 0.7 |
| (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 | 2 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 604 | 191.1 |
| By Discretionary | ||
| Discretionary | 604 | 191.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 604 | 191.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.1 | |
| Total | 604 | 191.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001845867] |
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