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| Buckhead Capital Management LLC
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| |
|---|---|
| CRD # | 110707 |
| SEC # | 801-57810 |
| CIK # | 0001133999 |
| AUM | $3.9 BB (2024-03-29) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Phone | 404-720-8800 |
| Address | 3100 Cumberland Boulevard Atlanta, GA 30339-5995 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 15.1 | |
| AAPL | 2,382,844.0 | 12.8 | |
| HD | 277,648.0 | 9.0 | |
| UNH | 477,004.0 | 7.4 | |
| GWRE | 6,240.1 | 7.3 | |
| CVX | 294,604.1 | 7.1 | |
| JNJ | 465,600.2 | 6.9 | |
| PEP | 226,773.9 | 6.3 | |
| LMT | 111,953.9 | 6.1 | |
| JPM | 340,169.2 | 6.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 0.1 |
| (b) Individuals (high net worth individuals) | 147 | 0.5 |
| (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 | 6 | 0.0 |
| (h) Charitable organizations | 24 | 1.4 |
| (i) State or municipal government entities | 14 | 1.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 310 | 3.9 |
| By Discretionary | ||
| Discretionary | 300 | 3.7 |
| Non-Discretionary | 10 | 0.2 |
| Total | 310 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 310 | 3.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001133999] |
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