Empirical Asset Management LLC

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Assets, Funds, Holdings

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Empirical Asset Management LLC
CRD #155436
SEC #801-71967
CIK #0001926596
AUM $328.7 MM (2024-03-26)
Employees 12 (58% Investors, 0% Brokers)
Phone781-431-2220
Address57 River Street
Wellesley, MA 02481
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3502802101407002010201520202025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 17.6
MSFT 1,918,222.4 6.6
HD 277,648.0 4.6
SGOL 4.4
META 434,852.0 4.1
NVDA 399,550.0 3.8
AMZN 1,092,997.8 3.5
GOOG 1,482,566.4 3.1
JPM 340,169.2 2.9
PG 338,108.9 2.5
View All
Holdings by Sector ($MM)
3002401801206002022202320242025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Empirical Long Short Fund LP [2012-03-30] 11.9 1.3
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 170 57.2
(b) Individuals (high net worth individuals) 142 228.0
(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 1 0.6
(g) Pension and profit sharing plans 16 28.3
(h) Charitable organizations 0 3.7
(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 10 10.9
(n) Other 0 0.0
Total 1,058 328.7
By Discretionary
Discretionary 1,030 316.8
Non-Discretionary 28 11.9
Total 1,058 328.7
By Non-United States Persons
Non-United States Persons 0.4
United States Persons 328.3
Total 1,058 328.7
Form D Directors # Filings # Firms 2011 - 2024
Mark Fiskio 1
Empirical Fiscal Partners LLC 1
EDGAR Form CIK 2011 - 2024
13F-HR [0001926596]
Comparable Firms State AUM ($BB)
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IL 0.3
Goodhaven Capital Management LLC
NJ 0.3
Bulldog Investors LLP
NJ 0.3
Goldstein Capital Corp
NY 0.3
Noctua International WMG LLC
FL 0.3
Goldberg Advisers LLC
CA 0.3
Hillman Capital Management Inc
MD 0.3
First Wilshire Securities Management Inc
CA 0.3
Glovista Investments LLC
NJ 0.3
White Pine Capital LLC
MN 0.3
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