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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Donald L Hagan LLC
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| CRD # | 139671 |
| SEC # | 801-66337 |
| CIK # | 0001638049 |
| AUM | $842.8 M (2025-02-18) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 941-330-1702 |
| Address | 1000 S Tamiami Trail Sarasota, FL 34236 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001638049 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Parcel Service Inc | 12.4 | ||
| Facebook Inc | 3.8 | ||
| Alphabet Inc | 2.7 | ||
| Cisco Systems Inc | 1.9 | ||
| Qualcomm Inc/DE | 1.8 | ||
| J P Morgan Chase & Co | 1.8 | ||
| Bank of New York Mellon Corp | 1.7 | ||
| Cognizant Technology Solutions Corp | 1.7 | ||
| Realty Income Corp | 1.6 | ||
| Kinder Morgan Inc | 1.6 | ||
| Owens Corning | 1.6 | ||
| Comcast Corp | 1.6 | ||
| Amdocs Ltd | 1.6 | ||
| Blackstone Group LP | 1.5 | ||
| Goldman Sachs Group Inc | 1.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 196 | 41.1 |
| (b) Individuals (high net worth individuals) | 48 | 120.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 681.4 |
| (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 | 587 | 842.8 |
| By Discretionary | ||
| Discretionary | 577 | 842.2 |
| Non-Discretionary | 10 | 0.6 |
| Total | 587 | 842.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 842.8 | |
| Total | 587 | 842.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001638049] |
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