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Estabrook Capital Management LLC
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CRD # | 128856 |
SEC # | 801-62452 |
CIK # | 0001344717 |
AUM | $863.7 MM (2024-03-27) |
Employees | 11 (45% Investors, 0% Brokers) |
Phone | 212-605-5500 |
Address | 900 Third Avenue New York, NY 10022 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($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] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Hunter Michael Investment Advisors Inc
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|
VA | 0.9 |
Cutter and Company Brokerage Inc
✚
|
MO | 0.9 |
Bruni J V & Co
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|
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 |