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| Fiduciary Management Inc
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| |
|---|---|
| CRD # | 109149 |
| SEC # | 801-15164 |
| CIK # | 0000356271, 0001424480, 0001200143, 0001168361, 0001645890, 0000941407, 0001925420, 0000035442 |
| AUM | $14.9 BB (2024-03-27) |
| Employees | 26 (69% Investors, 0% Brokers) |
| Phone | 414-226-4545 |
| Address | 790 N Water Street Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.3 | |
| TJX | 67.3 | 0.3 | |
| MSFT | 1,918.2 | 0.3 | |
| CPNG | 22.4 | 0.3 | |
| GOOGL | 1,475.1 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| NVDA | 399.6 | 0.1 | |
| XOM | 385.5 | 0.1 | |
| HD | 277.6 | 0.1 | |
| GOOG | 1,482.6 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 0.9 |
| (b) Individuals (high net worth individuals) | 241 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 8.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 1.1 |
| (g) Pension and profit sharing plans | 51 | 1.4 |
| (h) Charitable organizations | 108 | 0.9 |
| (i) State or municipal government entities | 18 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 41 | 0.2 |
| (n) Other | 4 | 0.2 |
| Total | 769 | 14.9 |
| By Discretionary | ||
| Discretionary | 769 | 14.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 769 | 14.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 13.9 | |
| Total | 769 | 14.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000035442] | |
| D | [0000356271] | |
| 13F-NT | [0000941407] | |
| 13F-NT | [0001168361] | |
| 13F-HR | [0001424480] | |
| 13F-NT | [0001424480] | |
| 13F-HR | [0001645890] | |
| 13F-HR | [0001925420] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
RWA Wealth Partners LLC
✚
|
MA | 15.4 |
|
Troy Asset Management Ltd
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|
15.4 | |
|
Letko Brosseau & Associates Inc
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|
15.4 | |
|
Yousif Capital Management LLC
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MI | 15.0 |
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Vaughan Nelson Investment Management LP
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TX | 14.7 |
|
Brown Advisory Ltd
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14.6 | |
|
Baker Street Advisors LLC
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CA | 14.5 |
|
Wintrust Investments LLC
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IL | 14.4 |
|
Nationwide Investment Advisors LLC
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OH | 14.3 |
|
Envestnet Retirement Solutions LLC
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IL | 14.3 |