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| Happy Holidays!! thanks for using AUM13F!! |
| Brave Asset Management Inc
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| CRD # | 108512 |
| SEC # | 801-42617 |
| CIK # | 0001085867 |
| AUM | $542.8 M (2025-03-21) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 908-522-8822 |
| Address | 47 Summit Avenue Summit, NJ 07901 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001085867 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 18.9 | ||
| Apple Inc | 16.6 | ||
| J P Morgan Chase & Co | 13.8 | ||
| J2 Global Communications Inc | 12.3 | ||
| Alphabet Inc | 11.5 | ||
| iShares Comex Gold Trust | 10.1 | ||
| Amazon Com Inc | 10.0 | ||
| American Express Co | 5.1 | ||
| Goldman Sachs Group Inc | 2.9 | ||
| Nvidia Corp | 2.3 | ||
| Alphabet Inc | 2.2 | ||
| International Business Machines Corp | 2.2 | ||
| Blackstone Group LP | 1.9 | ||
| Corning Inc /NY | 1.8 | ||
| Northrop Grumman Corp /DE/ | 1.8 | ||
| Coca Cola Co | 1.7 | ||
| White Mountains Insurance Group Ltd | 1.7 | ||
| Allstate Corp | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 84.4 |
| (b) Individuals (high net worth individuals) | 88 | 444.9 |
| (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 | 8 | 1.4 |
| (h) Charitable organizations | 11 | 6.7 |
| (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 | 8 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 882 | 542.8 |
| By Discretionary | ||
| Discretionary | 882 | 542.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 882 | 542.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 541.8 | |
| Total | 882 | 542.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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] |
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|---|---|---|
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