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| Happy Holidays!! thanks for using AUM13F!! |
| Birks Financial Corp
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| CRD # | 118623 |
| SEC # | 801-114987 |
| CIK # | 0001179821 |
| AUM | $236.3 M (2025-05-21) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 703-481-6202 |
| Address | 431A Carlisle Drive Herndon, VA 20170 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 12.4 |
| (b) Individuals (high net worth individuals) | 68 | 223.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 551 | 236.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 551 | 236.3 |
| Total | 551 | 236.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.3 | |
| Total | 551 | 236.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 6-K | [0001179821] | |
| SC 13D | [0001179821] | |
| SC 13G | [0001179821] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Maynard Jason Edward | Birks Group Inc | [2023-06-13] |
| Maynard Jason Edward | Birks Group Inc | [2021-03-10] |
| Montrovest BV | Birks & Mayors Inc | [2013-01-14] |
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