Court Place Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Court Place Advisors LLC
CRD #108545
SEC #801-57317
CIK #1566113
AUM $358.4 MM (93% Disc, 100% US, 2020-03-16)
Employees7 (100% Investors, 0% Brokers)
Phone410-465-4321
Address3300 North Ridge Road
Ellicott City, MD 21043
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
3602882161447201999200620132021
Sector Issuer Cap ($MM) Value ($MM)
JKHY 13,960.0 11.3
ADP 59,700.0 9.7
MSFT 1,376,930.0 8.4
PG 277,350.0 6.6
INTC 263,950.0 6.2
CSCO 189,330.0 6.1
ROST 33,620.0 5.5
BIIB 48,280.0 4.6
SEIC 7,880.0 4.5
ORCL 166,450.0 4.3
View All
Holdings by Sector ($)
220176132884402014201620182020
Comparable Firms State AUM ($BB)
Rosenblum Silverman Sutton SF Inc
CA 0.4
Copper Harbor Investment Advisors LLC
WI 0.4
The Gleason Group Inc
KY 0.4
Whelan Financial
CA 0.4
Tilson Financial Group Inc
NJ 0.4
van SANT & Mewshaw Inc
MD 0.4
Silicon Valley Wealth Advisors LLC
CA 0.4
GFS Private Wealth LLC
FL 0.4
Bray Capital Advisors LLC
FL 0.4
Claybrook Capital LLC
MA 0.4
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com