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Donald L Hagan LLC
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CRD # | 139671 |
SEC # | 801-66337 |
CIK # | 0001638049 |
AUM | $861.3 MM (2024-02-08) |
Employees | 10 (40% Investors, 0% Brokers) |
Phone | 941-330-1702 |
Address | 1000 S Tamiami Trail Sarasota, FL 34236 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001638049] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
JMAC Enterprises LLC
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PA | 0.9 |
Associated Investment Services Inc
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|
WI | 0.9 |
Jackson Hole Capital Partners LLC
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|
OK | 0.9 |
Whittier Advisors LLC
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|
CA | 0.9 |
Park Piedmont Advisors LLC
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IL | 0.9 |
Symphony Financial Ltd Co
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|
TX | 0.9 |
AWM Capital LLC
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|
AZ | 0.9 |
Silicon Valley Capital Partners LP
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|
CA | 0.9 |
HTG Investment Advisors Inc
✚
|
CT | 0.9 |
Financial Partners Group Inc
✚
|
KS | 0.9 |