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| Condor Capital Management
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|
|---|---|
| CRD # | 104920 |
| SEC # | 801-33145 |
| CIK # | 0001082491 |
| AUM | $1.7 BB (2024-03-21) |
| Employees | 26 (54% Investors, 0% Brokers) |
| Phone | 732-356-7323 |
| Address | 1973 Washington Valley Road Martinsville, NJ 08836-2053 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 33.0 | |
| MSFT | 1,918,222.4 | 22.5 | |
| GOOGL | 1,475,138.5 | 17.1 | |
| META | 434,852.0 | 15.6 | |
| AMZN | 1,092,997.8 | 14.4 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | CCM Fund I LLC | [2012-03-30] | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 436 | 153.8 |
| (b) Individuals (high net worth individuals) | 353 | 1,481.4 |
| (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 | 6 | 62.3 |
| (h) Charitable organizations | 5 | 5.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 1.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,981 | 1,704.7 |
| By Discretionary | ||
| Discretionary | 2,972 | 1,441.6 |
| Non-Discretionary | 1,009 | 263.1 |
| Total | 3,981 | 1,704.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1,704.4 | |
| Total | 3,981 | 1,704.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001082491] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Condor Capital Management
✚
|
NJ | 1.7 |
|
Backendbcom LLC
✚
|
NJ | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bulltick Wealth Management LLC
✚
|
FL | 2.6 |
|
Colter Lewis Investment Partners LLC
✚
|
CT | 2.0 |
|
West Coast Financial LLC
✚
|
CA | 1.9 |
|
Buchanan Street Partners LP
✚
|
CA | 1.7 |
|
Latash Investments LLC
✚
|
AK | 1.6 |
|
HCR Wealth Advisors
✚
|
CA | 1.5 |
|
Roundview Capital LLC
✚
|
NJ | 1.4 |
|
OREI Advisors LP
✚
|
TX | 1.3 |
|
Allen Capital Group LLC
✚
|
NE | 1.0 |
|
CCV LLC
✚
|
NY | 1.0 |