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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bey-Douglas LLC
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| CRD # | 108856 |
| SEC # | 801-126175 |
| CIK # | 0002011271 |
| AUM | $154.8 M (2025-03-28) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 770-858-0001 |
| Address | 1640 Powers Ferry Rd Marietta, GA 30067 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 16.5 | ||
| Microsoft Corp | 15.9 | ||
| Alphabet Inc | 13.8 | ||
| Priceline Com Inc | 11.3 | ||
| Intuit Inc | 10.6 | ||
| VISA Inc | 9.9 | ||
| Stryker Corp | 7.7 | ||
| Fiserv Inc | 7.4 | ||
| Mastercard Inc | 7.0 | ||
| Accenture PLC | 6.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 3.4 |
| (b) Individuals (high net worth individuals) | 115 | 144.6 |
| (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 | 5.7 |
| (h) Charitable organizations | 5 | 0.6 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 374 | 154.8 |
| By Discretionary | ||
| Discretionary | 354 | 149.5 |
| Non-Discretionary | 20 | 5.3 |
| Total | 374 | 154.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.8 | |
| Total | 374 | 154.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011271] |
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