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| Happy Holidays!! thanks for using AUM13F!! |
| Douglass Winthrop Advisors LLC
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| 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) |
|---|
| CIK | Period |
|---|---|
| 0001308527 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Netflix Inc | 0.3 | ||
| Uber Technologies Inc | 0.2 | ||
| Mastercard Inc | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| Markel Corp | 0.2 | ||
| Transdigm Group Inc | 0.2 | ||
| Deere & Co | 0.1 | ||
| Apple Inc | 0.1 | ||
| Aon Corp | 0.1 | ||
| Fastenal Co | 0.1 | ||
| Sherwin Williams Co | 0.1 | ||
| Brookfield Asset Management Ltd | 0.1 | ||
| McGraw-hill Companies Inc | 0.1 | ||
| Martin Marietta Materials Inc | 0.1 | ||
| Copart Inc | 0.1 | ||
| Roper Industries Inc | 0.1 | ||
| Canadian National Railway Co | 0.1 | ||
| Texas Pacific Land Corp | 0.1 | ||
| Hansen Natural Corp | 0.1 | ||
| American Tower Corp /MA/ | 0.1 | ||
| Nike Inc | 0.1 | ||
| Tractor Supply Co /DE/ | 0.1 | ||
| Alphabet Inc | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($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
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|
PA | 6.0 |
|
Harbor Investment Advisory LLC
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|
MD | 6.0 |
|
Cassaday & Co Wealth Management LLC
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VA | 6.0 |
|
International City Management Association Retirement Corporation
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DC | 6.0 |
|
Badgley Phelps Wealth Managers LLC
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WA | 5.9 |
|
East End Advisors LLC
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|
NY | 5.9 |
|
Dana Investment Advisors Inc
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|
WI | 5.8 |
|
Symmetry Partners LLC
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|
CT | 5.7 |
|
T Rowe Price Canada Inc
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|
MD | 5.7 |
|
Bordeaux Wealth Advisors LLC
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|
CA | 5.6 |