Derby and Company Inc
- Assets, Funds, Holdings
| Derby and Company Inc
|
| CRD # | 106924 |
| SEC # | 801-30056 |
| CIK # | 0001086611 |
| AUM |
|
| Employees |
15 (40% Investors, 0% Brokers)
|
| Phone | 617-527-8900 |
| Address | 7 Wells Avenue
Newton, MA 02459 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
175
|
57.7 |
| (b) Individuals (high net worth individuals) |
202
|
519.3 |
| (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 |
5 |
53.9 |
| (g) Pension and profit sharing plans |
34 |
55.7 |
| (h) Charitable organizations |
0 |
3.9 |
| (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 |
0 |
0.6 |
| (n) Other |
0 |
0.0 |
| Total |
887 |
691.3 |
| By Discretionary |
| Discretionary |
884 |
690.1 |
| Non-Discretionary |
3 |
1.2 |
| Total |
887 |
691.3 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.2 |
| United States Persons |
|
691.1 |
| Total |
887 |
691.3 |
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