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| DF Dent and Company Inc
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| |
|---|---|
| CRD # | 105179 |
| SEC # | 801-11364 |
| CIK # | 0000934999 |
| AUM | $8.1 BB (2024-03-26) |
| Employees | 31 (52% Investors, 16% Brokers) |
| Phone | 410-837-2544 |
| Address | 400 East Pratt Street, 7th Floor Baltimore, MD 21202-3127 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| WCN | 31.3 | 0.2 | |
| VMC | 19.1 | 0.2 | |
| ISRG | 72.5 | 0.2 | |
| TDG | 29.1 | 0.2 | |
| TECH | 13.6 | 0.2 | |
| ECL | 43.8 | 0.2 | |
| MCO | 49.9 | 0.2 | |
| V | 419.3 | 0.2 | |
| GOOG | 1,482.6 | 0.2 | |
| AMZN | 1,093.0 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 0.1 |
| (b) Individuals (high net worth individuals) | 975 | 4.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 0.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.1 |
| (g) Pension and profit sharing plans | 30 | 0.7 |
| (h) Charitable organizations | 93 | 0.8 |
| (i) State or municipal government entities | 5 | 0.1 |
| (j) Other investment advisers | 0 | 0.1 |
| (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 | 84 | 0.8 |
| (n) Other | 20 | 0.0 |
| Total | 1,339 | 8.1 |
| By Discretionary | ||
| Discretionary | 1,339 | 8.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,339 | 8.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.1 | |
| Total | 1,339 | 8.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000934999] | |
| SC 13G | [0000934999] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
James Hambro & Partners LLP
✚
|
8.5 | |
|
Bartlett & Co Wealth Management LLC
✚
|
OH | 8.4 |
|
Johnson Wealth Inc
✚
|
WI | 8.4 |
|
Ferguson Wellman Capital Management Inc
✚
|
OR | 8.4 |
|
Prowell Financial Management LLC
✚
|
PA | 8.3 |
|
Mariner Independent Advisor Network LLC
✚
|
KS | 8.1 |
|
Summit Financial LLC
✚
|
NJ | 8.0 |
|
Fifth Third Securities Inc
✚
|
OH | 8.0 |
|
Virtus Fund Advisers LLC
✚
|
CT | 8.0 |
|
Prospera Financial Services Inc
✚
|
TX | 7.9 |