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| Fenimore Asset Management Inc
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|---|---|
| CRD # | 110946 |
| SEC # | 801-10429 |
| CIK # | 0000884566, 0000797136 |
| AUM | $4.2 BB (2023-12-26) |
| Employees | 37 (73% Investors, 68% Brokers) |
| Phone | 518-234-4393 |
| Address | 384 N Grand Street Cobleskill, NY 12043-0310 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| CDW | 21.5 | 0.3 | |
| ROST | 25.5 | 0.2 | |
| BRO | 16.3 | 0.2 | |
| SYK | 74.8 | 0.2 | |
| IEX | 13.7 | 0.2 | |
| VMC | 19.1 | 0.2 | |
| TT | 30.1 | 0.2 | |
| APH | 38.6 | 0.2 | |
| MKL | 17.6 | 0.1 | |
| MCHP | 33.0 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Fenimore Small Cap Fund LLC | [2011-12-23] | 17.2 | 43.5 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 0.1 |
| (b) Individuals (high net worth individuals) | 339 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 2.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 0.2 |
| (h) Charitable organizations | 48 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,102 | 3.7 |
| By Discretionary | ||
| Discretionary | 1,102 | 3.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,102 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 1,102 | 3.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Debra Pollard | 2 | ||
| Patricia Putnam | 2 | ||
| Thomas Putnam | 2 | ||
| David Pollitzer | 1 | ||
| George Chelius | 1 | ||
| Christian Snyder | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000797136] | |
| 13F-HR | [0000884566] |
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|---|---|---|
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ACR Alpine Capital Research LLC
✚
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MO | 5.6 |
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Ingalls & Snyder LLC
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NY | 5.2 |
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MA | 4.9 |
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NY | 3.0 |
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MI | 3.0 |
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Morton Capital Management LLC
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CA | 2.6 |
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CA | 2.6 |
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MGO One Seven LLC
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OH | 2.6 |
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FL | 2.5 |
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Logan Capital Management Inc
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PA | 2.5 |