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⚲
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| Courier Capital LLC
✚
|
|
|---|---|
| CRD # | 282485 |
| SEC # | 801-107119 |
| CIK # | 0001015247 |
| AUM | $2.9 BB (2024-03-28) |
| Employees | 23 (52% Investors, 0% Brokers) |
| Phone | 716-883-9595 |
| Address | 1114 Delaware Avenue Buffalo, NY 14209-1604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 62.0 | |
| MSFT | 1,918,222.4 | 36.9 | |
| JPM | 340,169.2 | 18.6 | |
| GOOG | 1,482,566.4 | 16.9 | |
| V | 419,260.5 | 11.1 | |
| AMZN | 1,092,997.8 | 10.8 | |
| XOM | 385,508.3 | 10.3 | |
| JNJ | 465,600.2 | 10.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,684 | 0.4 |
| (b) Individuals (high net worth individuals) | 406 | 1.4 |
| (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 | 71 | 0.6 |
| (h) Charitable organizations | 33 | 0.4 |
| (i) State or municipal government entities | 1 | 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 | 27 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,222 | 2.9 |
| By Discretionary | ||
| Discretionary | 2,157 | 2.5 |
| Non-Discretionary | 65 | 0.4 |
| Total | 2,222 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 2,222 | 2.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001015247] |
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|---|---|---|
|
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✚
|
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|
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NY | 2.9 |
|
GFS Advisors LLC
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TX | 2.9 |
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CT | 2.8 |
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Envoi LLC
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MN | 2.8 |