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| Happy Holidays!! thanks for using AUM13F!! |
| Cannell & Spears LLC
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| CRD # | 142633 |
| SEC # | 801-67401 |
| CIK # | 0001426319 |
| AUM | $6.3 B (2025-07-31) |
| Employees | 41 (41% Investors, 7% Brokers) |
| Phone | 212-752-5255 |
| Address | 535 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.4 | ||
| Apple Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Oracle Corp | 0.1 | ||
| Brookfield Asset Management Inc | 0.1 | ||
| Ace Ltd | 0.1 | ||
| GS Acquisition Holdings Corp | 0.1 | ||
| Danaher Corp /DE/ | 0.1 | ||
| Millrose Properties Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Cannell & Co Alternatives Struck LLC | 2024-09-24 | 5.2 | |
| Other | Rockit PEST LLC | 2024-09-24 | 5.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 465 | 0.1 |
| (b) Individuals (high net worth individuals) | 1,863 | 5.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 52 | 0.1 |
| (h) Charitable organizations | 58 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 45 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,486 | 6.3 |
| By Discretionary | ||
| Discretionary | 2,439 | 6.2 |
| Non-Discretionary | 47 | 0.1 |
| Total | 2,486 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 6.3 | |
| Total | 2,486 | 6.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001426319] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aldrich Wealth Limited Partnership
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|
OR | 6.5 |
|
Ritholtz Wealth Management
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NY | 6.5 |
|
IHT Wealth Management LLC
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IL | 6.4 |
|
JMG Financial Group Ltd
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IL | 6.4 |
|
The Huntington Investment Company
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|
OH | 6.3 |
|
Nicholas Co Inc
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|
WI | 6.3 |
|
Capital Investment Advisors LLC
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|
GA | 6.3 |
|
Focus Financial Network Inc
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|
MN | 6.3 |
|
Community Capital Management LLC
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|
FL | 6.3 |
|
Geneva Capital Management LLC
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|
WI | 6.2 |