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| Buffalo Business & Estate Services Ltd
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|---|---|
| CRD # | 337303 |
| SEC # | 801-134292 |
| CIK # | 0002103405 |
| AUM | 764.9 M (2026-01-23) |
| Employees | 15 (67% Investors, 73% Brokers) |
| Fees | |
| Minimum | |
| Phone | 716-662-4361 |
| Address | 6195 West Quaker Street Orchard Park, NY 14127 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 90.4 | ||
| Amazon Com Inc | 37.6 | ||
| Apple Inc | 35.4 | ||
| Alphabet Inc | 28.3 | ||
| Netflix Inc | 23.3 | ||
| Lilly Eli & Co | 9.5 | ||
| Broadcom Inc | 9.5 | ||
| Facebook Inc | 8.6 | ||
| Microsoft Corp | 8.4 | ||
| Palo Alto Networks Inc | 8.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 920 | 301.1 |
| (b) Individuals (high net worth individuals) | 232 | 461.7 |
| (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 | 0 | 0.0 |
| (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 | 0 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,962 | 764.9 |
| By Discretionary | ||
| Discretionary | 1,962 | 764.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,962 | 764.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 764.9 | |
| Total | 1,962 | 764.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002103405] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 25 |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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|
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|
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