Creegan & Nassoura Financial Group LLC

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Creegan & Nassoura Financial Group LLC
CRD #116663
SEC #801-63316
CIK #0001631054
AUM 281.6 M (2025-11-25)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone603-778-0794
Address1 New Hampshire Avenue, Suite 125
Portsmouth, NH 03801
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3002401801206002003201020182026
Sector Form 13F Holdings Value ($M)
J P Morgan Chase & Co 9.1
Microsoft Corp 7.8
Blackstone Group LP 6.7
Broadcom Inc 5.1
Alphabet Inc 4.6
Eaton Corp Ltd 4.5
Enbridge Inc 3.5
Cigna Corp 3.4
Toronto Dominion Bank 3.3
Merck & Co Inc 3.3
View All
Holdings by Sector ($M)
16012896643202015201920232027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 86 57.1
(b) Individuals (high net worth individuals) 64 208.5
(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 0 0.0
(g) Pension and profit sharing plans 0 15.8
(h) Charitable organizations 0 0.0
(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 0.2
(n) Other 0 0.0
Total 367 281.6
By Discretionary
Discretionary 367 281.6
Non-Discretionary 0 0.0
Total 367 281.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 281.6
Total 367 281.6
EDGAR Form CIK 2011 - 2026
13F-HR [0001631054]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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