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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cyrus J Lawrence LLC
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| CRD # | 174034 |
| SEC # | 801-80786 |
| CIK # | 0001919920 |
| AUM | $591.5 M (2025-04-01) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 877-466-1783 |
| Address | 1330 Avenue of The Americas New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Metropcs Communications Inc | 0.0 | ||
| Fiserv Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 344 | 478.8 |
| (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 | 10 | 10.7 |
| (h) Charitable organizations | 6 | 25.2 |
| (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 | 26 | 76.7 |
| (n) Other | 0 | 0.0 |
| Total | 386 | 591.5 |
| By Discretionary | ||
| Discretionary | 386 | 591.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 386 | 591.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 24.0 | |
| United States Persons | 567.5 | |
| Total | 386 | 591.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001919920] |
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|---|---|---|
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Curran Financial Partners LLC
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SC | 0.6 |
|
Greenwich Investment Management Inc
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CT | 0.6 |
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Northwest Investment Counselors LLC
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OR | 0.6 |
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Quantum Financial Planning Services Inc
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WA | 0.6 |
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Gradient Securities LLC
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MN | 0.6 |
|
Quantum Financial Services Inc
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IN | 0.6 |
|
Compass Capital Corporation
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|
MA | 0.6 |
|
Lauterbach Financial Advisors LLC
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TX | 0.6 |
|
RPG Family Wealth Advisory LLC
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|
MA | 0.6 |
|
Hennion & Walsh Asset Management Inc
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|
NJ | 0.6 |