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| Happy Holidays!! thanks for using AUM13F!! |
| Check Capital Management Inc
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| CRD # | 107058 |
| SEC # | 801-29001 |
| CIK # | 0001032814 |
| AUM | $2.1 B (2025-03-26) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 714-641-3579 |
| Address | 575 Anton Blvd Costa Mesa, CA 92626-7685 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001032814 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Brookfield Asset Management Inc | 0.2 | ||
| Markel Corp | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Aercap Holdings NV | 0.1 | ||
| First Citizens Bancshares Inc /DE/ | 0.1 | ||
| LKQ Corp | 0.1 | ||
| Walt Disney Co | 0.1 | ||
| Fedex Corp | 0.0 | ||
| Carmax Inc | 0.0 | ||
| Suncor Energy Inc | 0.0 | ||
| Hershey Co | 0.0 | ||
| Sirius XM Radio Inc | 0.0 | ||
| Wayfair Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Trupanion Inc | 0.0 | ||
| Amgen Inc | 0.0 | ||
| Goldman Sachs Group Inc | 0.0 | ||
| General Electric Co | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Brookfield Asset Management Ltd | 0.0 | ||
| Alphabet Inc | 0.0 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | CCM Private Fund LP | 2012-03-30 | 13.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,163 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 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 | 0 | 0.0 |
| (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 | 29 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,311 | 2.1 |
| By Discretionary | ||
| Discretionary | 2,017 | 2.0 |
| Non-Discretionary | 294 | 0.1 |
| Total | 2,311 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 2,311 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001032814] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MD Sass LLC
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|
NY | 2.2 |
|
SSI Investment Management LLC
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|
CA | 2.2 |
|
Prodigy Asset Management LLC
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NE | 2.1 |
|
Arcus Capital Partners LLC
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GA | 2.1 |
|
Regan Capital LLC
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|
TX | 2.1 |
|
Patient Capital Management LLC
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MD | 2.1 |
|
Bristol Gate Capital Partners Inc
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|
2.1 | |
|
Zazove Associates LLC
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|
NV | 2.1 |
|
Elm Partners Management LLC
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|
PA | 2.0 |
|
CornerStone Advisory LLC
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|
MD | 2.0 |