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Brave Asset Management Inc
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CRD # | 108512 |
SEC # | 801-42617 |
CIK # | 0001085867 |
AUM | $491.3 MM (2024-03-15) |
Employees | 7 (71% Investors, 0% Brokers) |
Phone | 908-522-8822 |
Address | 47 Summit Avenue Summit, NJ 07901 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 19.5 | |
ZD | 3,546.8 | 19.3 | |
MSFT | 1,918,222.4 | 18.0 | |
GOOG | 1,482,566.4 | 12.4 | |
JPM | 340,169.2 | 10.2 | |
AMZN | 1,092,997.8 | 9.6 | |
DIS | 174,716.7 | 5.1 | |
AXP | 107,077.6 | 3.7 | |
GOOGL | 1,475,138.5 | 2.5 | |
NVDA | 399,550.0 | 2.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 218 | 59.4 |
(b) Individuals (high net worth individuals) | 96 | 421.3 |
(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 | 14 | 9.7 |
(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 | 6 | 0.8 |
(n) Other | 0 | 0.0 |
Total | 777 | 491.3 |
By Discretionary | ||
Discretionary | 777 | 491.3 |
Non-Discretionary | 0 | 0.0 |
Total | 777 | 491.3 |
By Non-United States Persons | ||
Non-United States Persons | 1.1 | |
United States Persons | 490.2 | |
Total | 777 | 491.3 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001085867] | |
SC 13G | [0001085867] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
---|---|---|
Brave Asset Management Inc | Citigroup Inc | [2013-01-31] |
Brave Asset Management Inc | Zions Bancorporation /UT/ | [2013-01-31] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Pinion Investment Advisors LLC
✚
|
KS | 0.5 |
Maximai Investment Partners LLC
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|
FL | 0.5 |
The LUTS & Greenleigh Group Inc
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|
MD | 0.5 |
RPG Family Wealth Advisory LLC
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|
MA | 0.5 |
Cornell Pochily Investment Advisors Inc
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|
NY | 0.5 |
Miramar Capital LLC
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|
IL | 0.5 |
The Central Trust Bank
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|
MO | 0.5 |
Paulson Wealth Management Inc
✚
|
IL | 0.5 |
Hamel Associates Inc
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|
NJ | 0.5 |
Bright Financial Advisors Inc
✚
|
MI | 0.5 |