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| Bradyco Inc
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|---|---|
| CRD # | 127204 |
| SEC # | 801-132843 |
| CIK # | 0002055007 |
| AUM | 176.7 M (2026-02-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-945-1991 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055007 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.3 | ||
| Amazon Com Inc | 11.3 | ||
| Alphabet Inc | 9.9 | ||
| Costco Wholesale Corp /NEW | 6.5 | ||
| Apple Inc | 6.5 | ||
| Morgan Stanley | 4.2 | ||
| Markel Corp | 3.9 | ||
| Alphabet Inc | 3.7 | ||
| J P Morgan Chase & Co | 3.2 | ||
| Johnson & Johnson | 2.9 | ||
| Walt Disney Co | 2.6 | ||
| Procter & Gamble Co | 2.5 | ||
| PepsiCo Inc | 2.0 | ||
| Visa Inc | 1.8 | ||
| Facebook Inc | 1.6 | ||
| American Express Co | 1.5 | ||
| Eaton Corp Ltd | 1.4 | ||
| Palo Alto Networks Inc | 1.3 | ||
| Nvidia Corp | 1.0 | ||
| Arista Networks Inc | 0.9 | ||
| Novartis AG | 0.9 | ||
| Coca Cola Co | 0.9 | ||
| Linde PLC | 0.9 | ||
| Morningstar Inc | 0.8 | ||
| Ecolab Inc | 0.8 | ||
| Diageo PLC | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 3.4 |
| (b) Individuals (high net worth individuals) | 24 | 173.4 |
| (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 | 87 | 176.7 |
| By Discretionary | ||
| Discretionary | 86 | 172.7 |
| Non-Discretionary | 1 | 4.0 |
| Total | 87 | 176.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.0 | |
| United States Persons | 166.8 | |
| Total | 87 | 176.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055007] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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|---|---|---|
|
M Wealth Management LLC
✚
|
CA | 177.6 M |
|
Newcorp Financial Services Inc
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|
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|
Ladd Capital Management LLC
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CT | 176.6 M |
|
Pointer Financial Advisors LLC
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|
MD | 176.4 M |
|
Corbett Road Capital Management LLC
✚
|
VA | 176.3 M |
|
Jim Mackay Financial Planning LLC
✚
|
MO | 176.0 M |
|
Mallini Complete Financial Planning LLC
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|
FL | 176.0 M |