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| Happy Holidays!! thanks for using AUM13F!! |
| Collegiate Capital Management Inc
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| CRD # | 118205 |
| SEC # | 801-64622 |
| CIK # | |
| AUM | $582.3 M (2025-03-25) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 919-838-0101 |
| Address | 214 New Bern Place Raleigh, NC 27601 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 78.0 |
| (b) Individuals (high net worth individuals) | 193 | 492.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 10.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,995 | 582.3 |
| By Discretionary | ||
| Discretionary | 1,853 | 539.7 |
| Non-Discretionary | 142 | 42.7 |
| Total | 1,995 | 582.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 581.9 | |
| Total | 1,995 | 582.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ma Private Wealth LLC
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|
CA | 0.6 |
|
Wealth Dimensions Family Office Inc
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|
OH | 0.6 |
|
Buckley Wealth Management LLC
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|
NV | 0.6 |
|
QTR Family Wealth LLC
✚
|
FL | 0.6 |
|
BKM Wealth Management LLC
✚
|
WI | 0.6 |
|
Winslow Asset Management Inc
✚
|
OH | 0.6 |
|
Sandy Cove Advisors LLC
✚
|
MA | 0.6 |
|
Family WMS LLC
✚
|
GA | 0.6 |
|
Family Office Research LLC
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|
MD | 0.6 |
|
Dempsey Lord Smith LLC
✚
|
GA | 0.6 |