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| Happy Holidays!! thanks for using AUM13F!! |
| Crown Oak Advisors LLC
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| CRD # | 309749 |
| SEC # | 801-128309 |
| CIK # | 0002009273 |
| AUM | $219.6 M (2025-02-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 510-244-4685 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Schwab Charles Corp | 41.9 | ||
| VISA Inc | 23.0 | ||
| Deere & Co | 12.3 | ||
| Rollins Inc | 12.3 | ||
| Church & Dwight Co Inc /DE/ | 11.1 | ||
| Watsco Inc | 10.6 | ||
| Keysight Technologies Inc | 9.7 | ||
| Broadridge Financial Solutions Inc | 9.3 | ||
| Gartner Inc | 9.1 | ||
| Copart Inc | 8.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 6.9 |
| (b) Individuals (high net worth individuals) | 29 | 212.6 |
| (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 | 65 | 219.6 |
| By Discretionary | ||
| Discretionary | 65 | 219.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 65 | 219.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.6 | |
| Total | 65 | 219.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009273] |
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