|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Douglass Winthrop Advisors LLC
✚
|
|
|---|---|
| CRD # | 108680 |
| SEC # | 801-56993 |
| CIK # | 0001308527 |
| AUM | $5.8 B (2025-03-31) |
| Employees | 34 (50% Investors, 0% Brokers) |
| Phone | 212-557-7680 |
| Address | 521 Fifth Avenue New York, NY 10175 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Netflix Inc | 0.3 | ||
| Uber Technologies Inc | 0.2 | ||
| Mastercard Inc | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| Markel Corp | 0.2 | ||
| Transdigm Group Inc | 0.2 | ||
| Deere & Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 337 | 0.3 |
| (b) Individuals (high net worth individuals) | 871 | 4.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 46 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 38 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,292 | 5.8 |
| By Discretionary | ||
| Discretionary | 1,291 | 5.8 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,292 | 5.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 5.7 | |
| Total | 1,292 | 5.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001308527] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthcare Advisory Partners LLC
✚
|
PA | 6.0 |
|
Harbor Investment Advisory LLC
✚
|
MD | 6.0 |
|
Cassaday & Co Wealth Management LLC
✚
|
VA | 6.0 |
|
International City Management Association Retirement Corporation
✚
|
DC | 6.0 |
|
Badgley Phelps Wealth Managers LLC
✚
|
WA | 5.9 |
|
East End Advisors LLC
✚
|
NY | 5.9 |
|
Dana Investment Advisors Inc
✚
|
WI | 5.8 |
|
Symmetry Partners LLC
✚
|
CT | 5.7 |
|
T Rowe Price Canada Inc
✚
|
MD | 5.7 |
|
Bordeaux Wealth Advisors LLC
✚
|
CA | 5.6 |