|
⚲
|
| Keyboard |
| Dupree & Company Inc
✚
|
|
|---|---|
| CRD # | 1697 |
| SEC # | 801-13157 |
| CIK # | 0001989251 |
| AUM | 888.2 M (2026-02-20) |
| Employees | 12 (33% Investors, 67% Brokers) |
| Phone | 859-254-7741 |
| Address | 125 South Mill St Ste 100 Lexington, KY 40507 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Verizon Communications Inc | 14.6 | ||
| BP PLC | 14.0 | ||
| American Capital Agency Corp | 14.0 | ||
| Enbridge Inc | 13.6 | ||
| Everest RE Group Ltd | 11.5 | ||
| Chevron Corp | 11.0 | ||
| Annaly Capital Management Inc | 10.0 | ||
| British American Tobacco PLC | 9.6 | ||
| Amazon Com Inc | 8.1 | ||
| Cummins Inc | 7.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 888.2 |
| (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 | 1 | 888.2 |
| By Discretionary | ||
| Discretionary | 1 | 888.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 888.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 888.2 | |
| Total | 1 | 888.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001989251] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.3B |
| Clients | 1 |
| Serves | Institutional |
| LEI | 549300UHYVKBWLSXI251 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Blockchange Management LLC
✚
|
898.0 M | |
|
Allspring Global Investments Singapore PTE Ltd
✚
|
893.9 M | |
|
Wesbanco Bank Inc
✚
|
WV | 892.6 M |
|
Entrepreneurs First Investment Manager LLP
✚
|
890.9 M | |
|
Bin Yuan Capital Limited
✚
|
888.0 M | |
|
Corinthia Management US LLC
✚
|
NY | 886.5 M |
|
Arrow Capital PTY Ltd
✚
|
883.8 M | |
|
Seymour Asset Management LLC
✚
|
NY | 877.5 M |
|
True Green Capital Management LLC
✚
|
CT | 876.2 M |
|
Bitkraft Ventures Management LLC
✚
|
874.4 M |