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⚲
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| Cullinan Associates Inc
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| |
|---|---|
| CRD # | 108340 |
| SEC # | 801-35801 |
| CIK # | 0001161670 |
| AUM | $1.9 BB (2024-03-05) |
| Employees | 18 (50% Investors, 17% Brokers) |
| Phone | 502-893-0300 |
| Address | 295 N Hubbards Lane Louisville, KY 40207 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 167.5 | |
| WMT | 335,434.5 | 108.3 | |
| MSFT | 1,918,222.4 | 85.4 | |
| KO | 269,985.6 | 84.2 | |
| COIN | 13,404.0 | 66.8 | |
| SPGI | 113,084.7 | 56.9 | |
| PG | 338,108.9 | 48.4 | |
| XOM | 385,508.3 | 36.2 | |
| JNJ | 465,600.2 | 33.5 | |
| AMZN | 1,092,997.8 | 30.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 447 | 0.2 |
| (b) Individuals (high net worth individuals) | 439 | 1.5 |
| (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 | 4 | 0.0 |
| (h) Charitable organizations | 30 | 0.1 |
| (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 | 23 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 943 | 1.9 |
| By Discretionary | ||
| Discretionary | 943 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 943 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 943 | 1.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001161670] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stokes Family Office LLC
✚
|
LA | 1.9 |
|
Koss-Olinger Consulting LLC
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|
FL | 1.9 |
|
Fulton Breakefield Broenniman LLC
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|
MD | 1.9 |
|
Hardy Reed LLC
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|
MS | 1.9 |
|
Eighteen48 Partners Limited
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|
1.9 | |
|
Manitou Investment Management Ltd
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|
1.8 | |
|
Kathmere Capital Management LLC
✚
|
PA | 1.8 |
|
BFC Planning Inc
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|
IA | 1.8 |
|
BSW Wealth Partners Inc A Public Benefit Corporation
✚
|
CO | 1.8 |
|
Full Sail Capital LLC
✚
|
OK | 1.8 |