Cannell & Spears LLC

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Cannell & Spears LLC
✚
CRD #142633
SEC #801-67401
CIK #0001426319
AUM 6,992.2 M (2026-03-30)
Employees 40 (42% Investors, 5% Brokers)
Fees
Minimum
Phone212-752-5255
Address535 Madison Avenue
New York, NY 10022
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
7.56.04.53.01.50.02006201320202027
CIK Period
0001426319
Sector Form 13F Holdings Value ($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
Analog Devices Inc 0.1
Union Pacific Corp 0.1
Fortress Transportation & Infrastructure Investors LLC 0.1
Nvidia Corp 0.1
Agnico Eagle Mines Ltd 0.1
Gildan Activewear Inc 0.1
Quanta Services Inc 0.1
CRH Public Ltd Co 0.1
White Mountains Insurance Group Ltd 0.1
J P Morgan Chase & Co 0.1
Barrick Gold Corp 0.1
Abbott Laboratories 0.1
Oracle Corp 0.1
AbbVie Inc 0.1
Regeneron Pharmaceuticals Inc 0.1
Danaher Corp /DE/ 0.1
TJX Companies Inc /DE/ 0.1
Costco Wholesale Corp /NEW 0.1
 
 
 
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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
Clients2 (1 non-US)
ServesInstitutional, Retail
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