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| Happy Holidays!! thanks for using AUM13F!! |
| East End Advisors LLC
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| CRD # | 147144 |
| SEC # | 801-69170 |
| CIK # | |
| AUM | $5.9 B (2025-03-28) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 212-218-8137 |
| Address | 610 Fifth Avenue 3rd Floor New York, NY 10020 |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 5.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 17 | 5.9 |
| Total | 17 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 5.0 | |
| Total | 17 | 5.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Global Alpha Capital Management Ltd
✚
|
6.0 | |
|
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 |
|
Douglass Winthrop Advisors LLC
✚
|
NY | 5.8 |
|
Dana Investment Advisors Inc
✚
|
WI | 5.8 |
|
Symmetry Partners LLC
✚
|
CT | 5.7 |
|
T Rowe Price Canada Inc
✚
|
MD | 5.7 |