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| Happy Holidays!! thanks for using AUM13F!! |
| Burgess Chambers & Associates Inc
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| CRD # | 110164 |
| SEC # | 801-32111 |
| CIK # | |
| AUM | $166.7 M (2025-04-17) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 407-644-0111 |
| Address | 315 E Robinson Street Orlando, FL 32801 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 4.0 |
| (b) Individuals (high net worth individuals) | 4 | 25.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 32.5 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 2 | 99.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 4.6 |
| Total | 22 | 166.7 |
| By Discretionary | ||
| Discretionary | 22 | 166.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 22 | 166.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.7 | |
| Total | 22 | 166.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Leonid Capital Partners LLC
✚
|
CA | 0.2 |
|
Millington Securities LLC
✚
|
NJ | 0.2 |
|
Unitas Capital PTE Ltd
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|
0.2 | |
|
Corporate Consulting Group Inc
✚
|
OK | 0.2 |
|
Winthrop Square Capital LP
✚
|
MA | 0.2 |
|
Shima Capital Management LLC
✚
|
CA | 0.2 |
|
Newport Asia LLC
✚
|
CA | 0.2 |
|
Summerhaven Investment Management LLC
✚
|
CT | 0.2 |
|
SQN Venture Partners LLC
✚
|
SC | 0.2 |
|
Tactical Fund Advisors LLC
✚
|
OH | 0.2 |