Brave Asset Management Inc

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Assets, Funds, Holdings

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Brave Asset Management Inc
CRD #108512
SEC #801-42617
CIK #0001085867
AUM $491.3 MM (2024-03-15)
Employees 7 (71% Investors, 0% Brokers)
Phone908-522-8822
Address47 Summit Avenue
Summit, NJ 07901
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
50040030020010002001200920172025
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 ($MM)
4003202401608002012201620202025
AUM Breakdown Accounts AUM ($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
FL 0.5
The LUTS & Greenleigh Group Inc
MD 0.5
RPG Family Wealth Advisory LLC
MA 0.5
Cornell Pochily Investment Advisors Inc
NY 0.5
Miramar Capital LLC
IL 0.5
The Central Trust Bank
MO 0.5
Paulson Wealth Management Inc
IL 0.5
Hamel Associates Inc
NJ 0.5
Bright Financial Advisors Inc
MI 0.5
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