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| Cannell & Spears LLC
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| CRD # | 142633 |
| SEC # | 801-67401 |
| CIK # | 0001426319 |
| AUM | 6,992.2 M (2026-03-30) |
| Employees | 40 (42% Investors, 5% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-752-5255 |
| Address | 535 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Apple Inc | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Ace Ltd | 0.1 | ||
| GS Acquisition Holdings Corp | 0.1 | ||
| Brookfield Asset Management Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Millrose Properties Inc | 0.1 | ||
| Merck & Co Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Cannell & Co Alternatives Rockit Pest LLC | 2024-09-24 | 6.0 M | |
| Other | Cannell & Co Alternatives Struck LLC | 2024-09-24 | 6.2 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 457 | 0.1 |
| (b) Individuals (high net worth individuals) | 1,937 | 6.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 56 | 0.1 |
| (h) Charitable organizations | 53 | 0.3 |
| (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 | 43 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,577 | 7.0 |
| By Discretionary | ||
| Discretionary | 2,528 | 6.8 |
| Non-Discretionary | 49 | 0.2 |
| Total | 2,577 | 7.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 6.9 | |
| Total | 2,577 | 7.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001426319] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.2B |
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail |
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