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| Keyboard |
| Catawba River Capital
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|---|---|
| CRD # | 134217 |
| SEC # | 801-113237 |
| CIK # | 0001843303 |
| AUM | 325.1 M (2026-02-18) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 803-831-0911 |
| Address | 4100 Charlotte Hwy Lake Wylie, SC 29710 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Silversun Technologies Inc | 22.0 | ||
| SPDR Gold Trust | 18.7 | ||
| Construction Partners Inc | 15.6 | ||
| Perimeter Solutions Sa | 15.5 | ||
| Regeneron Pharmaceuticals Inc | 13.0 | ||
| Graham Corp | 9.6 | ||
| Service Corporation International | 9.3 | ||
| Cadre Holdings Inc | 8.4 | ||
| SPX Corp | 7.9 | ||
| Danaher Corp /DE/ | 7.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 45.8 |
| (b) Individuals (high net worth individuals) | 118 | 240.3 |
| (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 | 6 | 22.2 |
| (h) Charitable organizations | 4 | 2.6 |
| (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 | 8 | 14.2 |
| (n) Other | 0 | 0.0 |
| Total | 896 | 325.1 |
| By Discretionary | ||
| Discretionary | 720 | 271.2 |
| Non-Discretionary | 176 | 53.9 |
| Total | 896 | 325.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 325.1 | |
| Total | 896 | 325.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843303] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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