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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| DB Fitzpatrick & Co Inc
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| CRD # | 105671 |
| SEC # | 801-22733 |
| CIK # | 0001885767 |
| AUM | $484.2 M (2025-04-30) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 208-342-2280 |
| Address | 800 W Main Street Boise, ID 83702-5778 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Quanta Services Inc | 2.2 | ||
| Republic Services Inc | 2.2 | ||
| Boeing Co | 1.8 | ||
| Deere & Co | 1.8 | ||
| Hubbell Inc | 1.8 | ||
| Danaher Corp /DE/ | 1.7 | ||
| Wellpoint Inc | 1.7 | ||
| Intuit Inc | 1.6 | ||
| Thermo Fisher Scientific Inc | 1.6 | ||
| Veralto Corp | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 13.7 |
| (b) Individuals (high net worth individuals) | 42 | 91.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 25.7 |
| (i) State or municipal government entities | 0 | 286.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 20.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 37.8 |
| (n) Other | 0 | 8.3 |
| Total | 109 | 484.2 |
| By Discretionary | ||
| Discretionary | 107 | 480.9 |
| Non-Discretionary | 2 | 3.3 |
| Total | 109 | 484.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 484.2 | |
| Total | 109 | 484.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001885767] |
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