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| Eubel Brady & Suttman Asset Management Inc
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| |
|---|---|
| CRD # | 107316 |
| SEC # | 801-44694 |
| CIK # | 0001080382 |
| AUM | $2.0 BB (2024-03-28) |
| Employees | 33 (100% Investors, 0% Brokers) |
| Phone | 937-291-1223 |
| Address | 10100 Innovation Drive Miamisburg, OH 45342 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IFF | 29,737.0 | 0.0 | |
| BN | 0.0 | ||
| DIS | 174,716.7 | 0.0 | |
| MDT | 118,520.9 | 0.0 | |
| PYPL | 83,170.4 | 0.0 | |
| CSCO | 178,309.9 | 0.0 | |
| ZBH | 22,315.8 | 0.0 | |
| LMT | 111,953.9 | 0.0 | |
| KMX | 15,067.5 | 0.0 | |
| WFC | 152,296.4 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Credit Facility Investment LLC | [2014-03-31] | 34.3 | 57.7 |
| HF | EBS Convertible Fund I LP | [2012-03-29] | 42.5 | 43.0 |
| RE | EBS First Lien Fund LLC | [2012-03-29] | 0.0 | 0.4 |
| PE | EBS Opportunity Fund II LP | [2012-03-29] | 6.7 | 0.7 |
| PE | EBS Opportunity Fund LP | [2012-03-29] | 7.2 | 1.1 |
| HF | EBS Partners LP | 2012-03-29 | 8.7 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 450 | 0.1 |
| (b) Individuals (high net worth individuals) | 287 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 0.1 |
| (g) Pension and profit sharing plans | 24 | 0.1 |
| (h) Charitable organizations | 16 | 0.1 |
| (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 | 19 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,792 | 2.0 |
| By Discretionary | ||
| Discretionary | 1,792 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,792 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 1,792 | 2.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Mark Brady | 12 | ||
| Ronald Eubel | 12 | ||
| Robert Suttman | 11 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001080382] | |
| SC 13G | [0001080382] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| [2013-02-14] | ||
| [2013-02-14] | ||
| [2013-02-14] | ||
| [2012-02-14] | ||
| [2012-02-14] |
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|---|---|---|
|
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|
MA | 2.5 |
|
Oakmont Corporation
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CA | 2.3 |
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Red Door Wealth Management LLC
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TN | 1.8 |
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Coastedge Partners LLC
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CA | 1.7 |
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First Long Island Investors LLC
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NY | 1.5 |
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CURI Wealth Management LLC
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Steel Grove Capital Advisors LLC
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TN | 1.4 |
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Regis Management Company LLC
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CA | 1.4 |
|
Lee Financial Company LLC
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TX | 1.3 |
|
Columbia Pacific Advisors LLC
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WA | 1.2 |