Estabrook Capital Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Estabrook Capital Management LLC
CRD #128856
SEC #801-62452
CIK #0001344717
AUM $863.7 MM (2024-03-27)
Employees 11 (45% Investors, 0% Brokers)
Phone212-605-5500
Address900 Third Avenue
New York, NY 10022
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
4.03.22.41.60.80.02001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 0.1
AAPL 2,382.8 0.0
JPM 340.2 0.0
COST 207.6 0.0
HON 119.8 0.0
UNP 134.0 0.0
COP 123.2 0.0
GOOGL 1,475.1 0.0
JNJ 465.6 0.0
CVX 294.6 0.0
View All
Holdings by Sector ($BB)
7.56.04.53.01.50.02013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 561 0.2
(b) Individuals (high net worth individuals) 152 0.5
(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 20 0.0
(h) Charitable organizations 36 0.1
(i) State or municipal government entities 1 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 24 0.1
(n) Other 0 0.0
Total 794 0.9
By Discretionary
Discretionary 794 0.9
Non-Discretionary 0 0.0
Total 794 0.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.9
Total 794 0.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001344717]
SC 13G [0001344717]
Form 13D/13G Filer Form 13D/13G Subject Filed
Estabrook Capital Management FRP Holdings Inc [2024-02-13]
Estabrook Capital Management FRP Holdings Inc [2023-02-13]
Estabrook Capital Management Patriot Transportation Holding Inc [2023-02-13]
Estabrook Capital Management Estabrook Capital Management [2023-02-13]
Estabrook Capital Management Estabrook Capital Management [2023-02-13]
Estabrook Capital Management FRP Holdings Inc [2022-02-11]
Estabrook Capital Management Patriot Transportation Holding Inc [2022-02-11]
Estabrook Capital Management FRP Holdings Inc [2021-02-12]
Estabrook Capital Management Patriot Transportation Holding Inc [2021-02-12]
Estabrook Capital Management FRP Holdings Inc [2020-02-13]
View All
Comparable Firms State AUM ($BB)
Hunter Michael Investment Advisors Inc
VA 0.9
Cutter and Company Brokerage Inc
MO 0.9
Bruni J V & Co
CO 0.9
AA Financial Advisors LLC
OH 0.9
Passive Capital Management LLC
NY 0.9
JMAC Enterprises LLC
PA 0.9
Associated Investment Services Inc
WI 0.9
Jackson Hole Capital Partners LLC
OK 0.9
Whittier Advisors LLC
CA 0.9
Park Piedmont Advisors LLC
IL 0.9
Terms | Privacy | Guide
tony@aum13f.com