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| Happy Holidays!! thanks for using AUM13F!! |
| Dearborn Partners LLC
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| CRD # | 108147 |
| SEC # | 801-54279 |
| CIK # | 0001206792 |
| AUM | $3.5 B (2025-03-21) |
| Employees | 25 (56% Investors, 20% Brokers) |
| Phone | 312-795-1000 |
| Address | 200 W Madison St Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001206792 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Automatic Data Processing Inc | 0.1 | ||
| McDonalds Corp | 0.0 | ||
| Republic Services Inc | 0.0 | ||
| Caseys General Stores Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Gallagher Arthur J & Co | 0.0 | ||
| Wisconsin Energy Corp | 0.0 | ||
| Intuit Inc | 0.0 | ||
| Watsco Inc | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| Illinois Tool Works Inc | 0.0 | ||
| Tractor Supply Co /DE/ | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Corteva Inc | 0.0 | ||
| Texas Instruments Inc | 0.0 | ||
| Snap-On Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Stryker Corp | 0.0 | ||
| Sherwin Williams Co | 0.0 | ||
| Abbott Laboratories | 0.0 | ||
| Atmos Energy Corp | 0.0 | ||
| Amphenol Corp /DE/ | 0.0 | ||
| Verizon Communications Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Dearborn Partners Group Trust | 2012-03-22 | 106.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 0.0 |
| (b) Individuals (high net worth individuals) | 144 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 0.5 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 14 | 1.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.3 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 1 | 0.1 |
| Total | 2,837 | 3.5 |
| By Discretionary | ||
| Discretionary | 2,837 | 3.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,837 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 2,837 | 3.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001206792] |
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|---|---|---|
|
Foster Group Inc
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|
IA | 3.5 |
|
Quotient Wealth Partners LLC
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TX | 3.5 |
|
Highland Capital Management LLC
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TN | 3.5 |
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MO | 3.5 |
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Clinton Investment Management LLC
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CT | 3.5 |
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Provenance Wealth Advisors LLC
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FL | 3.5 |
|
Western International Securities Inc
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|
CA | 3.5 |
|
Parkway Advisors LP
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TX | 3.5 |
|
Lindbrook Capital LLC
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|
CA | 3.5 |
|
Atalanta Sosnoff Management LLC
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|
NY | 3.5 |