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| DF Dent and Company Inc
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|---|---|
| CRD # | 105179 |
| SEC # | 801-11364 |
| CIK # | 0000934999 |
| AUM | $7.9 B (2026-06-18) |
| Employees | 31 (52% Investors, 6% Brokers) |
| Phone | 410-837-2544 |
| Address | 400 East Pratt Street, 7th Floor Baltimore, MD 21202-3127 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.2 | ||
| Visa Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Vulcan Materials Co | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Transdigm Group Inc | 0.1 | ||
| Progressive Waste Solutions Ltd | 0.1 | ||
| Ecolab Inc | 0.1 | ||
| Moodys Corp /DE/ | 0.1 | ||
| Intuitive Surgical Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 0.1 |
| (b) Individuals (high net worth individuals) | 903 | 4.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 0.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.2 |
| (g) Pension and profit sharing plans | 25 | 1.1 |
| (h) Charitable organizations | 64 | 0.5 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 62 | 0.8 |
| (n) Other | 16 | 0.0 |
| Total | 1,171 | 7.9 |
| By Discretionary | ||
| Discretionary | 1,171 | 7.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,171 | 7.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 7.8 | |
| Total | 1,171 | 7.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000934999] | |
| SC 13G | [0000934999] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marshfield Associates Inc
✚
|
DC | 8.1 |
|
Human Interest Advisors LLC
✚
|
CA | 8.1 |
|
The Huntington Investment Company
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|
OH | 7.9 |
|
RBC Private Counsel USA Inc
✚
|
7.9 | |
|
Stephens Investment Management Group LLC
✚
|
AR | 7.9 |
|
WGI DM LLC
✚
|
MA | 7.8 |
|
Wedge Capital Management LLP
✚
|
NC | 7.8 |
|
Ritholtz Wealth Management
✚
|
NY | 7.7 |
|
Aldrich Wealth Limited Partnership
✚
|
OR | 7.6 |
|
McMorgan & Company LLC
✚
|
CA | 7.6 |