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| Estabrook Capital Management LLC
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|---|---|
| CRD # | 128856 |
| SEC # | 801-62452 |
| CIK # | 0001344717 |
| AUM | 933.3 M (2026-03-27) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-605-5500 |
| Address | 900 Third Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001344717 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Apple Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Honeywell International Inc | 0.0 | ||
| Citigroup Inc | 0.0 | ||
| Conocophillips | 0.0 | ||
| PNC Financial Services Group Inc | 0.0 | ||
| Union Pacific Corp | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Ace Ltd | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Williams Companies Inc | 0.0 | ||
| Corning Inc /NY | 0.0 | ||
| Pfizer Inc | 0.0 | ||
| Wells Fargo & Co/MN | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Verizon Communications Inc | 0.0 | ||
| General Electric Co | 0.0 | ||
| Eaton Corp Ltd | 0.0 | ||
| GE Vernova Inc | 0.0 | ||
| Canadian Pacific Railway Ltd/Cn | 0.0 | ||
| Duke Energy Corp | 0.0 | ||
| Medtronic Holdings Ltd | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 548 | 0.2 |
| (b) Individuals (high net worth individuals) | 149 | 0.6 |
| (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 | 18 | 0.0 |
| (h) Charitable organizations | 34 | 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 | 17 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 767 | 0.9 |
| By Discretionary | ||
| Discretionary | 767 | 0.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 767 | 0.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.9 | |
| Total | 767 | 0.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001344717] | |
| SC 13G | [0001344717] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.1B |
| Clients | 170 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hartline Investment Corp
✚
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IL | 935.5 M |
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935.3 M | |
|
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Uniting Wealth Partners LLC
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Johnson Bixby & Associates LLC
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Mountain Pacific Investment Advisers LLC
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Strategic Equity Management Inc
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AZ | 933.5 M |
|
BOS Asset Management LLC
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|
IL | 933.2 M |
|
LS Investment Advisors LLC
✚
|
MI | 932.1 M |
|
PCG Wealth Advisors LLC
✚
|
KS | 931.1 M |