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| Keyboard |
| DB Fitzpatrick & Co Inc
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|---|---|
| CRD # | 105671 |
| SEC # | 801-22733 |
| CIK # | 0001885767 |
| AUM | 487.0 M (2026-03-25) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 208-342-2280 |
| Address | 800 W Main Street Boise, ID 83702-5778 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Republic Services Inc | 2.5 | ||
| Danaher Corp /DE/ | 2.5 | ||
| Quanta Services Inc | 2.3 | ||
| UnitedHealth Group Inc | 2.2 | ||
| Visa Inc | 2.0 | ||
| Square Inc | 1.9 | ||
| Wellpoint Inc | 1.9 | ||
| Thermo Fisher Scientific Inc | 1.9 | ||
| Stryker Corp | 1.9 | ||
| Waste Management Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 12.6 |
| (b) Individuals (high net worth individuals) | 49 | 96.2 |
| (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 | 29.2 |
| (i) State or municipal government entities | 0 | 215.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 22.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 100.7 |
| (n) Other | 0 | 10.3 |
| Total | 106 | 487.0 |
| By Discretionary | ||
| Discretionary | 102 | 482.5 |
| Non-Discretionary | 4 | 4.5 |
| Total | 106 | 487.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 487.0 | |
| Total | 106 | 487.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001885767] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Serves | Institutional, Retail, Research |
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