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| Happy Holidays!! thanks for using AUM13F!! |
| Catawba River Capital
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| CRD # | 134217 |
| SEC # | 801-113237 |
| CIK # | 0001843303 |
| AUM | $262.4 M (2025-03-19) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 803-831-0911 |
| Address | 4100 Charlotte Hwy Lake Wylie, SC 29710 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001843303 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Construction Partners Inc | 24.3 | ||
| Silversun Technologies Inc | 24.0 | ||
| SPDR Gold Trust | 22.6 | ||
| Regeneron Pharmaceuticals Inc | 15.6 | ||
| Cadre Holdings Inc | 14.9 | ||
| Casella Waste Systems Inc | 9.5 | ||
| Service Corporation International | 9.1 | ||
| Perimeter Solutions Sa | 8.6 | ||
| Firstservice Corp | 8.3 | ||
| Roper Industries Inc | 7.9 | ||
| Danaher Corp /DE/ | 7.8 | ||
| Lawson Products Inc/New/De/ | 6.0 | ||
| Full House Resorts Inc | 6.0 | ||
| DoubleLine Opportunistic Credit Fund | 3.6 | ||
| PIMCO Dynamic Income Fund | 2.8 | ||
| iShares Comex Gold Trust | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 45.8 |
| (b) Individuals (high net worth individuals) | 101 | 202.1 |
| (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 | 4 | 2.0 |
| (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 | 7 | 12.6 |
| (n) Other | 0 | 0.0 |
| Total | 837 | 262.4 |
| By Discretionary | ||
| Discretionary | 698 | 232.5 |
| Non-Discretionary | 139 | 29.9 |
| Total | 837 | 262.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.4 | |
| Total | 837 | 262.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843303] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eastgate Capital Advisors LLC
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|
IL | 0.3 |
|
Rademacher Financial Inc
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|
KS | 0.3 |
|
Columbia Advisory Partners LLC
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|
WA | 0.3 |
|
Branson Frank A Inc
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|
CA | 0.3 |
|
NorthStar Financial Planning LLC
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|
NH | 0.3 |
|
Purefi Wealth LLC
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|
MA | 0.3 |
|
Ballentine Capital Advisors Inc
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|
SC | 0.3 |
|
GFS Wealth Management Advisors Inc
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|
CT | 0.3 |
|
Silver Oak Wealth Advisors Services LLC
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|
CA | 0.3 |
|
Secura Financial LLC
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CA | 0.3 |