|
⚲
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| Davidson Kahn Capital Management LLC
✚
| |
|---|---|
| CRD # | 290062 |
| SEC # | 801-129877 |
| CIK # | |
| AUM | $103.3 MM (2024-05-03) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 310-928-8192 |
| Address | 14011 Ventura Blvd, Sherman Oaks, CA 91423 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 19.3 |
| (b) Individuals (high net worth individuals) | 73 | 81.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.4 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 103.3 |
| By Discretionary | ||
| Discretionary | 347 | 103.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 347 | 103.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.3 | |
| Total | 347 | 103.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
First Financial Services LLC
✚
|
AR | 0.1 |
|
Maya Advisors Inc
✚
|
CA | 0.1 |
|
Boston Asset Management Inc
✚
|
FL | 0.1 |
|
Huesler Financial Consulting AG
✚
|
0.1 | |
|
Dale Q Rice Investment Management Ltd
✚
|
WA | 0.1 |
|
Milestone Wealth LLC
✚
|
NY | 0.1 |
|
Evergreen Money Advisors
✚
|
NC | 0.1 |
|
Downshift Financial LLC
✚
|
CO | 0.1 |
|
Weinstat Wealth Management Inc
✚
|
FL | 0.1 |
|
Broadstreet Global Advisors Inc
✚
|
NY | 0.1 |