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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Codex Capital Asset Management LLC
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|---|---|
| CRD # | 309373 |
| SEC # | 801-120396 |
| CIK # | |
| AUM | $258.1 M (2025-02-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 917-595-7500 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 17 | 243.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 14.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 258.1 |
| By Discretionary | ||
| Discretionary | 18 | 258.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18 | 258.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.1 | |
| Total | 18 | 258.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Briggs Wealth Management Inc
✚
|
CT | 0.3 |
|
Transitus Wealth Partners LLC
✚
|
NC | 0.3 |
|
Grant Koehler & Levin Ltd
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|
0.3 | |
|
Wilmington Capital Securities LLC
✚
|
NY | 0.3 |
|
GPM Growth Investors Inc
✚
|
MI | 0.3 |
|
Meridian Financial LLC
✚
|
MA | 0.3 |
|
Clarus Wealth Advisors LLC
✚
|
AZ | 0.3 |
|
Avalon Advisory Group LLC
✚
|
PA | 0.3 |
|
Orion Capital Management LLC
✚
|
CA | 0.3 |
|
The H Group Washington Inc
✚
|
OR | 0.3 |