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| Coury Firm Asset Management LLC
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|
|
|---|---|
| CRD # | 289145 |
| SEC # | 801-112543 |
| CIK # | 0001921396 |
| AUM | $997.0 MM (2023-03-31) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 412-261-5744 |
| Address | 260 Forbes Avenue Pittsburgh, PA 15222 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 2.0 | |
| AAPL | 2,382,844.0 | 2.0 | |
| ORI | 6,828.9 | 1.3 | |
| UBSI | 4,782.6 | 1.2 | |
| FNF | 10,338.3 | 1.0 | |
| NYCB | 4,222.0 | 0.9 | |
| MCD | 179,584.2 | 0.7 | |
| GOOGL | 1,475,138.5 | 0.6 | |
| ACGL | 16,802.9 | 0.4 | |
| UNH | 477,004.0 | 0.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | PI Gateway SPC Ltd | [2019-03-30] | 93.3 | 51.0 |
| HF | Coury Tactical Trend LP | 2018-01-30 | 11.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 28.5 |
| (b) Individuals (high net worth individuals) | 112 | 581.5 |
| (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 | 51.0 |
| (g) Pension and profit sharing plans | 19 | 125.9 |
| (h) Charitable organizations | 7 | 60.2 |
| (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 | 20 | 201.3 |
| (n) Other | 0 | 0.0 |
| Total | 767 | 1,048.4 |
| By Discretionary | ||
| Discretionary | 447 | 708.0 |
| Non-Discretionary | 320 | 340.3 |
| Total | 767 | 1,048.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 51.9 | |
| United States Persons | 996.5 | |
| Total | 767 | 1,048.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Coury Capital Management LLC | 1 | ||
| Robertino Coury | 1 | ||
| Coury Firm Asset Management LLC | 1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001921396] |
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|---|---|---|
|
Wacker Wealth Partners LLC
✚
|
CA | 1.0 |
|
Beach Investment Counsel Inc
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PA | 1.0 |
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Levin Capital Strategies LP
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NY | 1.0 |
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Paragon Capital Management
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CO | 1.0 |
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Inherent Group LP
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NY | 1.0 |
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Eagle Ridge Investment Management LLC
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CT | 1.0 |
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RWWM Inc
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CA | 1.0 |
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Piton Investment Management LP
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NY | 1.0 |
|
Savoie Capital LLC
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IL | 1.0 |
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Pine Valley Investments Limited Liability Company
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NJ | 1.0 |