Coombe Bender & Company LLC

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Coombe Bender & Company LLC
CRD #119983
SEC #801-66482
CIK #0001812902
AUM $247.0 M (2024-09-30)
Employees 5 (80% Investors, 60% Brokers)
Phone845-647-4800
Address129 South Main Street
Ellenville, NY 12428
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005002005201120182025
CIK Period
0001812902
Sector Form 13F Holdings Value ($M)
Sprouts Farmers Market Inc 9.4
Integrated Electrical Services Inc 7.7
Park Hotels & Resorts Inc 5.0
Daktronics Inc /SD/ 5.0
Boyd Gaming Corp 4.8
Fintech Acquisition Corp II 4.7
Olin Corp 4.6
Canadian Pacific Railway Ltd/Cn 4.1
Apple Inc 3.5
CAE Inc 3.4
Price T Rowe Group Inc 3.2
Cisco Systems Inc 2.6
Bank of America Corp /DE/ 2.4
Alaska Air Group Inc 2.0
Alibaba Group Holding Ltd 1.6
Tompkins Financial Corp 1.5
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 262 96.2
(b) Individuals (high net worth individuals) 71 128.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 0.8
(h) Charitable organizations 8 21.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 343 247.0
By Discretionary
Discretionary 343 247.0
Non-Discretionary 0 0.0
Total 343 247.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 247.0
Total 343 247.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001812902]
Comparable Firms State AUM ($B)
Prometheus Capital Management Corp
PA 0.2
Matthias Private Wealth LLC
FL 0.2
Austin Money Management Corporation
TX 0.2
CornerStone Financial Group LLC
NE 0.2
4wealth Advisors Inc
IL 0.2
Vanderbilt Avenue Asset Management LLC
NY 0.2
Griffin Family Partners LLC
0.2
Tandem Capital Management Corp
NJ 0.2
Forefront Wealth Management Inc
PA 0.2
Melone Private Wealth LLC
MI 0.2
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