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| Happy Holidays!! thanks for using AUM13F!! |
| Coury Firm Asset Management LLC
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| CRD # | 289145 |
| SEC # | 801-112543 |
| CIK # | 0001921396 |
| AUM | $1.2 B (2025-03-31) |
| Employees | 21 (48% Investors, 0% Brokers) |
| Phone | 412-261-5744 |
| Address | 260 Forbes Avenue Pittsburgh, PA 15222 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.6 | ||
| Apple Inc | 2.4 | ||
| Facebook Inc | 1.1 | ||
| Alphabet Inc | 1.0 | ||
| McDonalds Corp | 0.9 | ||
| UnitedHealth Group Inc | 0.6 | ||
| Amazon Com Inc | 0.5 | ||
| Arch Capital Group Ltd | 0.4 | ||
| Exxon Mobil Corp | 0.4 | ||
| VISA Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | PI Gateway SPC Ltd | [2019-03-30] | 137.9 | 72.7 |
| HF | Coury Tactical Trend LP | 2018-01-30 | 11.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 38.9 |
| (b) Individuals (high net worth individuals) | 120 | 665.2 |
| (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 | 2 | 72.7 |
| (g) Pension and profit sharing plans | 18 | 153.0 |
| (h) Charitable organizations | 7 | 24.7 |
| (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 | 17 | 235.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,007 | 1,189.5 |
| By Discretionary | ||
| Discretionary | 707 | 978.4 |
| Non-Discretionary | 300 | 211.2 |
| Total | 1,007 | 1,189.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 72.7 | |
| United States Persons | 1,116.8 | |
| Total | 1,007 | 1,189.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Coury Firm Asset Management LLC | 1 | ||
| Coury Capital Management LLC | 1 | ||
| Robertino Coury | 1 | ||
| Jeff Coury | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001921396] |
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