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| Crown Oak Advisors LLC
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| |
|---|---|
| CRD # | 309749 |
| SEC # | 801-128309 |
| CIK # | 0002009273 |
| AUM | $184.9 MM (2024-02-16) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-710-8197 |
| Address | 10 Scenic Avenue Piedmont, CA 94611 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SCHW | 121,688.8 | 33.7 | |
| V | 419,260.5 | 16.7 | |
| CHD | 22,123.7 | 11.2 | |
| WSO | 9,288.7 | 9.8 | |
| IT | 19,281.9 | 9.5 | |
| ROL | 16,994.8 | 9.2 | |
| DE | 94,490.3 | 8.9 | |
| CPRT | 25,870.7 | 8.5 | |
| NDSN | 11,666.3 | 8.4 | |
| KEYS | 24,998.1 | 7.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 7.3 |
| (b) Individuals (high net worth individuals) | 24 | 177.6 |
| (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 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 57 | 184.9 |
| By Discretionary | ||
| Discretionary | 57 | 184.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 57 | 184.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.9 | |
| Total | 57 | 184.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002009273] |
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