Burton Donald W

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Assets, Funds, Holdings

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Burton Donald W
CRD #160126
SEC #801-77152
CIK #0001018709
AUM
Employees 1 (100% Investors, 0% Brokers)
Phone813-253-2500
Address614 West Bay Street
Tampa, FL 33606
Source [IAPD] [EDGAR]
Total AUM ($M)
4503602701809002010201420192024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0.0
(n) Other 0 0.0
Total 2 428.5
By Discretionary
Discretionary 2 428.5
Non-Discretionary 0 0.0
Total 2 428.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 428.5
Total 2 428.5
EDGAR Form CIK 2011 - 2025
4 [0001018709]
SC 13G [0001018709]
Form 13D/13G Filer Form 13D/13G Subject Filed
Burton Donald W Haverty Furniture Companies Inc [2016-06-01]
Burton Donald W Haverty Furniture Companies Inc [2014-10-09]
Form 3/4/5 Subject 2011 - 2025
Burton Donald W
Knology Inc
Capital Southwest Corp
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