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| Buffalo Business & Estate Services Ltd
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|---|---|
| CRD # | 337303 |
| SEC # | 801-134292 |
| CIK # | 0002103405 |
| AUM | $764.9 M (2026-01-23) |
| Employees | 15 (67% Investors, 73% Brokers) |
| Phone | 716-662-4361 |
| Address | 6195 West Quaker Street Orchard Park, NY 14127 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002103405 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 90.4 | ||
| Amazon Com Inc | 37.6 | ||
| Apple Inc | 35.4 | ||
| Alphabet Inc | 28.3 | ||
| Netflix Inc | 23.3 | ||
| Lilly Eli & Co | 9.5 | ||
| Broadcom Inc | 9.5 | ||
| Facebook Inc | 8.6 | ||
| Microsoft Corp | 8.4 | ||
| Palo Alto Networks Inc | 8.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 7.8 | ||
| Boeing Co | 7.8 | ||
| Costco Wholesale Corp /NEW | 5.9 | ||
| Johnson & Johnson | 5.7 | ||
| J P Morgan Chase & Co | 5.4 | ||
| Mastercard Inc | 5.3 | ||
| Amgen Inc | 5.3 | ||
| KLA Tencor Corp | 5.2 | ||
| Lowes Companies Inc | 5.0 | ||
| Capital One Financial Corp | 4.9 | ||
| Chevron Corp | 4.8 | ||
| Lockheed Martin Corp | 4.7 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Permanent Capital Management LP
✚
|
IL | 0.8 |
|
Grant Street Asset Management Inc
✚
|
PA | 0.8 |
|
Hennion & Walsh Asset Management Inc
✚
|
NJ | 0.8 |
|
Compass Advisory Group LLC
✚
|
NY | 0.8 |
|
Benchmark Financial Wealth Advisors LLC
✚
|
FL | 0.8 |
|
Blue Edge Capital LLC
✚
|
VA | 0.8 |
|
Perennial Advisors LLC
✚
|
NY | 0.8 |
|
Sterling Financial Planning Inc
✚
|
NJ | 0.8 |
|
American Wealth Management
✚
|
NV | 0.8 |
|
SFG Wealth Management LLC
✚
|
MD | 0.8 |