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| Happy Holidays!! thanks for using AUM13F!! |
| Eubel Brady & Suttman Asset Management Inc
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| CRD # | 107316 |
| SEC # | 801-44694 |
| CIK # | 0001080382 |
| AUM | $1.8 B (2025-03-28) |
| Employees | 36 (100% Investors, 0% Brokers) |
| Phone | 937-291-1223 |
| Address | 10100 Innovation Drive Miamisburg, OH 45342 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001080382 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Servisfirst Bancshares Inc | 2.6 | ||
| Apple Inc | 1.6 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Procter & Gamble Co | 1.2 | ||
| Nvidia Corp | 1.1 | ||
| Cisco Systems Inc | 1.0 | ||
| Exxon Mobil Corp | 0.9 | ||
| Amedisys Inc | 0.8 | ||
| Chevron Corp | 0.8 | ||
| Hershey Co | 0.8 | ||
| Goldman Sachs Group Inc | 0.8 | ||
| Tyco International Ltd /Ber/ | 0.7 | ||
| Adobe Systems Inc | 0.7 | ||
| Estee Lauder Companies Inc | 0.7 | ||
| Broadcom Inc | 0.7 | ||
| Bank of New York Mellon Corp | 0.7 | ||
| Lincoln National Corp | 0.5 | ||
| Home Depot Inc | 0.5 | ||
| Boeing Co | 0.5 | ||
| Merck & Co Inc | 0.5 | ||
| Waste Management Inc | 0.5 | ||
| PepsiCo Inc | 0.4 | ||
| Oracle Corp | 0.4 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Credit Facility Investment LLC | [2014-03-31] | 34.3 | 57.7 |
| HF | EBS Convertible Fund I LP | [2012-03-29] | 42.5 | 43.0 |
| RE | EBS First Lien Fund LLC | [2012-03-29] | 0.0 | 0.4 |
| PE | EBS Opportunity Fund II LP | [2012-03-29] | 6.7 | 0.7 |
| PE | EBS Opportunity Fund LP | [2012-03-29] | 7.2 | 1.1 |
| HF | EBS Partners LP | 2012-03-29 | 8.7 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 441 | 0.1 |
| (b) Individuals (high net worth individuals) | 301 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 0.1 |
| (g) Pension and profit sharing plans | 20 | 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 | 13 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,822 | 1.8 |
| By Discretionary | ||
| Discretionary | 1,822 | 1.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,822 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.8 | |
| Total | 1,822 | 1.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Ronald Eubel | 13 | ||
| Mark Brady | 12 | ||
| Robert Suttman | 11 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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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|
TN | 2.5 |
|
Windrose Advisors LLC
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MA | 2.5 |
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Oakmont Corporation
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CA | 2.2 |
|
Coastedge Partners LLC
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CA | 1.8 |
|
Lee Financial Company LLC
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TX | 1.5 |
|
Steel Grove Capital Advisors LLC
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|
TN | 1.4 |
|
Columbia Pacific Advisors LLC
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|
WA | 1.2 |
|
Pekin Hardy Strauss Inc
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|
IL | 1.1 |
|
Autumn Lane Advisors LLC
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|
TX | 1.1 |
|
Commerce Street Investment Advisor LLC
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|
TX | 0.9 |