|
⚲
|
| Clark Capital Management Group Inc
✚
| |
|---|---|
| CRD # | 104796 |
| SEC # | 801-28445 |
| CIK # | 0001352187 |
| AUM | $25.9 BB (2024-03-26) |
| Employees | 140 (17% Investors, 34% Brokers) |
| Phone | 215-569-2224 |
| Address | One Liberty Place, 53rd Floor Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.3 | |
| AAPL | 2,382.8 | 0.3 | |
| NVDA | 399.6 | 0.2 | |
| JPM | 340.2 | 0.2 | |
| AVGO | 201.3 | 0.2 | |
| PH | 32.1 | 0.1 | |
| MRK | 232.4 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| NVT | 5.3 | 0.1 | |
| AXP | 107.1 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Navigator Fixed Income Total Return Fund Limited | 2013-11-15 | 1.1 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26,260 | 9.6 |
| (b) Individuals (high net worth individuals) | 3,976 | 7.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 6.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 200 | 0.4 |
| (h) Charitable organizations | 135 | 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 | 358 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 30,934 | 25.9 |
| By Discretionary | ||
| Discretionary | 30,934 | 25.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 30,934 | 25.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 25.9 | |
| Total | 30,934 | 25.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001352187] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ruffer LLP
✚
|
27.1 | |
|
Prudent Man Advisors LLC
✚
|
IL | 27.0 |
|
CWM LLC
✚
|
NE | 26.8 |
|
Wasatch Advisors LP
✚
|
UT | 26.7 |
|
Invesco Hong Kong Limited
✚
|
26.0 | |
|
Advanced Capital Group Inc
✚
|
MN | 25.9 |
|
Valic Financial Advisors Inc
✚
|
TX | 25.2 |
|
Ameritas Investment Partners Inc
✚
|
NE | 24.9 |
|
Sustainable Growth Advisers LP
✚
|
CT | 23.9 |
|
PNC Investments LLC
✚
|
PA | 23.9 |