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| Happy Holidays!! thanks for using AUM13F!! |
| Boyd Capital Management LLC
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| CRD # | 312070 |
| SEC # | 801-120330 |
| CIK # | |
| AUM | $124.5 M (2025-01-03) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 585-269-8511 |
| Address | 30 W Broad Rochester, NY 14614 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 509 | 57.1 |
| (b) Individuals (high net worth individuals) | 23 | 51.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 16.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 643 | 124.5 |
| By Discretionary | ||
| Discretionary | 639 | 110.2 |
| Non-Discretionary | 4 | 14.3 |
| Total | 643 | 124.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.5 | |
| Total | 643 | 124.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quantum Capital Investments Inc
✚
|
0.1 | |
|
Integrated Financial Consulting LLC
✚
|
NY | 0.1 |
|
Byrne & Company Wealth Management LLC
✚
|
WA | 0.1 |
|
Vilga Financial Planning LLC
✚
|
0.1 | |
|
Chacon Diaz & Di Virgilio Wealth Management LLC
✚
|
FL | 0.1 |
|
Intrinsic Investors LLC
✚
|
WI | 0.1 |
|
Strategic Asset Management LLC
✚
|
MN | 0.1 |
|
American Investment Advisors Inc
✚
|
WI | 0.1 |
|
Littlefield Asset Management Inc
✚
|
0.1 | |
|
Heritage Wealth Management Group Ltd
✚
|
VA | 0.1 |