|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Bridge Creek Capital Management LLC
✚
|
|
|---|---|
| CRD # | 141001 |
| SEC # | 801-66948 |
| CIK # | 0001670903 |
| AUM | $470.6 M (2025-03-07) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 508-362-9566 |
| Address | 1095 Main Street West Barnstable, MA 02668-0648 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001670903 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 13.3 | |
| Apple Inc | 12.0 | |
| J P Morgan Chase & Co | 11.9 | |
| Bank of America Corp /DE/ | 8.6 | |
| Blackstone Group LP | 8.5 | |
| Alphabet Inc | 8.4 | |
| Amazon Com Inc | 7.8 | |
| Caterpillar Inc | 6.9 | |
| General Electric Co | 6.8 | |
| FPL Group Inc | 6.7 | |
| Fastenal Co | 6.6 | |
| Wal Mart Stores Inc | 6.1 | |
| Coca Cola Co | 6.1 | |
| McCormick & Co Inc | 5.9 | |
| Corning Inc /NY | 5.8 | |
| Johnson & Johnson | 5.6 | |
| Nvidia Corp | 5.6 | |
| Salesforce Com Inc | 5.5 | |
| Procter & Gamble Co | 5.4 | |
| PNC Financial Services Group Inc | 5.4 | |
| Southern Co | 5.4 | |
| Colgate Palmolive Co | 5.3 | |
| Walt Disney Co | 5.3 | |
| PepsiCo Inc | 5.3 | |
| STAG Industrial Inc | 5.2 | |
| Citigroup Inc | 5.2 | |
| BB&T Corp | 4.9 | |
| State Street Corp | 4.6 | |
| Facebook Inc | 4.6 | |
| AT&T Inc | 4.5 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 315 | 330.9 |
| (b) Individuals (high net worth individuals) | 17 | 133.7 |
| (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 | 2 | 0.2 |
| (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 | 3 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 930 | 470.6 |
| By Discretionary | ||
| Discretionary | 930 | 470.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 930 | 470.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 469.8 | |
| Total | 930 | 470.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001670903] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
and Wealth Partners LLC
✚
|
MD | 0.5 |
|
Yarger Wealth Strategies LLC
✚
|
OH | 0.5 |
|
Harbour Investment Management LLC
✚
|
WA | 0.5 |
|
The Moorings Group LLC
✚
|
GA | 0.5 |
|
Clearbrook Investment Consulting LLC
✚
|
NY | 0.5 |
|
Hedeker Wealth LLC
✚
|
IL | 0.5 |
|
TowerPoint Wealth LLC
✚
|
CA | 0.5 |
|
Lloyd Capital LLC
✚
|
0.5 | |
|
10th Mountain LLC
✚
|
0.5 | |
|
Maridea Wealth Management LLC
✚
|
NY | 0.5 |