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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) |
|---|
| CIK | Period |
|---|---|
| 0000884566 0000797136 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| CDW Corp | 21.5 | 0.3 | |
| Ross Stores Inc | 25.5 | 0.2 | |
| Brown & Brown Inc | 16.3 | 0.2 | |
| Stryker Corp | 74.8 | 0.2 | |
| IDEX Corp /DE/ | 13.7 | 0.2 | |
| Vulcan Materials Co | 19.1 | 0.2 | |
| Ingersoll-Rand PLC | 30.1 | 0.2 | |
| Amphenol Corp /DE/ | 38.6 | 0.2 | |
| Markel Corp | 17.6 | 0.1 | |
| Microchip Technology Inc | 33.0 | 0.1 | |
| Progressive Corp/Oh/ | 67.5 | 0.1 | |
| Fastenal Co | 28.3 | 0.1 | |
| Brookfield Asset Management Inc | 0.1 | ||
| Analog Devices Inc | 77.2 | 0.1 | |
| Gallagher Arthur J & Co | 34.3 | 0.1 | |
| Autozone Inc | 41.4 | 0.1 | |
| Zebra Technologies Corp | 15.9 | 0.1 | |
| Illinois Tool Works Inc | 57.0 | 0.1 | |
| Exlservice Holdings Inc | 4.8 | 0.1 | |
| Pinnacle Financial Partners Inc | 5.5 | 0.1 | |
| Graco Inc | 10.1 | 0.1 | |
| Priceline Com Inc | 74.7 | 0.1 | |
| Waters Corp /DE/ | 19.8 | 0.1 | |
| Entegris Inc | 14.1 | 0.1 | |
| Broadridge Financial Solutions Inc | 16.5 | 0.1 | |
| Republic Services Inc | 40.4 | 0.1 | |
| Keysight Technologies Inc | 25.0 | 0.1 | |
| Steris PLC | 20.5 | 0.1 | |
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| 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 ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 0.1 |
| (b) Individuals (high net worth individuals) | 339 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 2.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 0.2 |
| (h) Charitable organizations | 48 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,102 | 3.7 |
| By Discretionary | ||
| Discretionary | 1,102 | 3.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,102 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 1,102 | 3.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Debra Pollard | 2 | ||
| Patricia Putnam | 2 | ||
| Thomas Putnam | 2 | ||
| David Pollitzer | 1 | ||
| George Chelius | 1 | ||
| Christian Snyder | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000797136] | |
| 13F-HR | [0000884566] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ACR Alpine Capital Research LLC
✚
|
MO | 5.6 |
|
Ingalls & Snyder LLC
✚
|
NY | 5.2 |
|
Wainwright Investment Counsel LLC
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|
MA | 4.9 |
|
GM Advisory Group LLC
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|
NY | 3.0 |
|
Telemus Capital LLC
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|
MI | 3.0 |
|
Morton Capital Management LLC
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|
CA | 2.6 |
|
Baker Avenue Asset Management LP
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|
CA | 2.6 |
|
MGO One Seven LLC
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|
OH | 2.6 |
|
CWA Asset Management Group LLC
✚
|
FL | 2.5 |
|
Logan Capital Management Inc
✚
|
PA | 2.5 |