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| Burford Brothers Inc
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| CRD # | 306574 |
| SEC # | 801-117819 |
| CIK # | 0002001434 |
| AUM | 440.2 M (2026-06-18) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-523-2333 |
| Address | 7001 Preston Road Dallas, TX 75205 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002001434 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.2 | ||
| Tesla Motors Inc | 8.3 | ||
| Microsoft Corp | 7.5 | ||
| Amazon Com Inc | 4.9 | ||
| Teva Pharmaceutical Industries Ltd | 4.4 | ||
| Johnson & Johnson | 3.8 | ||
| J P Morgan Chase & Co | 3.8 | ||
| First Solar Inc | 3.8 | ||
| Alphabet Inc | 3.6 | ||
| GE Vernova Inc | 3.4 | ||
| General Electric Co | 3.4 | ||
| Facebook Inc | 3.3 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Vistra Energy Corp | 2.9 | ||
| Caterpillar Inc | 2.9 | ||
| Altria Group Inc | 2.7 | ||
| AbbVie Inc | 2.3 | ||
| Verizon Communications Inc | 2.0 | ||
| Nvidia Corp | 2.0 | ||
| Chevron Corp | 1.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 61.7 |
| (b) Individuals (high net worth individuals) | 62 | 372.9 |
| (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 | 3 | 3.4 |
| (h) Charitable organizations | 2 | 0.9 |
| (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 | 5 | 0.6 |
| (n) Other | 2 | 0.8 |
| Total | 856 | 440.2 |
| By Discretionary | ||
| Discretionary | 694 | 432.5 |
| Non-Discretionary | 162 | 7.7 |
| Total | 856 | 440.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 440.2 | |
| Total | 856 | 440.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002001434] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
Osterweis Capital Management Inc
✚
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