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| Happy Holidays!! thanks for using AUM13F!! |
| Conrad Capital Management Inc
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|---|---|
| CRD # | 113648 |
| SEC # | 801-60622 |
| CIK # | |
| AUM | $83.6 M (2025-03-04) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 631-439-7878 |
| Address | 1300 Veterans Memorial Hwy Hauppauge, NY 11788 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | CCM Partners LP | 2012-03-05 | 8.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 38.2 |
| (b) Individuals (high net worth individuals) | 16 | 45.3 |
| (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 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 563 | 83.6 |
| By Discretionary | ||
| Discretionary | 559 | 81.8 |
| Non-Discretionary | 4 | 1.7 |
| Total | 563 | 83.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 83.2 | |
| Total | 563 | 83.6 |
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|---|---|---|
|
Capstone Wealth Management Corp
✚
|
FL | 0.1 |
|
Timbuktu Capital Management LLC
✚
|
MA | 0.1 |
|
Lee Investment Management LLC
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|
NY | 0.1 |
|
FAMA Fiduciary Wealth LLC
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|
NY | 0.1 |
|
Collega Capital Management SRL
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|
0.1 | |
|
Secure Retirement Financial & Insurance Services Corp
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|
CA | 0.1 |
|
BONE FIDE Wealth LLC
✚
|
NY | 0.1 |
|
XPS Capital LLC
✚
|
VA | 0.1 |
|
Buffalo First Wealth Management LLC
✚
|
NY | 0.1 |
|
Betteredge Capital LLC
✚
|
NY | 0.1 |