Donald L Hagan LLC

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Assets, Funds, Holdings

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Donald L Hagan LLC
CRD #139671
SEC #801-66337
CIK #0001638049
AUM $861.3 MM (2024-02-08)
Employees 10 (40% Investors, 0% Brokers)
Phone941-330-1702
Address1000 S Tamiami Trail
Sarasota, FL 34236
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
90072054036018002005201120182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
UPS 157,208.0 17.8
GOOGL 1,475,138.5 2.9
META 434,852.0 2.7
JPM 340,169.2 2.3
OC 7,407.1 2.1
QCOM 147,392.0 2.0
CMCSA 175,303.0 1.9
CTSH 35,497.2 1.6
PYPL 83,170.4 1.6
CLX 16,854.6 1.6
View All
Holdings by Sector ($MM)
200160120804002014201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 194 35.9
(b) Individuals (high net worth individuals) 47 116.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 4 708.7
(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 0.0
(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 0.0
(n) Other 0 0.0
Total 570 861.3
By Discretionary
Discretionary 559 860.5
Non-Discretionary 11 0.8
Total 570 861.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 861.3
Total 570 861.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001638049]
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Symphony Financial Ltd Co
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AWM Capital LLC
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Silicon Valley Capital Partners LP
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HTG Investment Advisors Inc
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Financial Partners Group Inc
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