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| Happy Holidays!! thanks for using AUM13F!! |
| Fishman Jay A Ltd
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| CRD # | 105609 |
| SEC # | 801-6618 |
| CIK # | 0001006407 |
| AUM | $1.1 B (2025-07-22) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 248-740-9400 |
| Address | 901 Wilshire Drive Troy, MI 48084-4108 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001006407 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Blackstone Group LP | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Express-1 Expedited Solutions Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Stryker Corp | 0.0 | ||
| Titan International Inc | 0.0 | ||
| GS Acquisition Holdings Corp | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Reddit Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Whirlpool Corp /DE/ | 0.0 | ||
| American Express Co | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Constellation Energy Corp | 0.0 | ||
| GE Vernova Inc | 0.0 | ||
| General Electric Co | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Arcutis Biotherapeutics Inc | 0.0 | ||
| Pfizer Inc | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Sherwin Williams Co | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 251 | 39.3 |
| (b) Individuals (high net worth individuals) | 237 | 941.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 72.3 |
| (h) Charitable organizations | 5 | 24.0 |
| (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 | 16 | 43.0 |
| (n) Other | 0 | 0.0 |
| Total | 524 | 1,119.8 |
| By Discretionary | ||
| Discretionary | 524 | 1,119.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 524 | 1,119.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.2 | |
| United States Persons | 1,100.5 | |
| Total | 524 | 1,119.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001006407] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Security Financial Services Inc
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IN | 1.1 |
|
Trustmont Advisory Group Inc
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|
PA | 1.1 |
|
Destiny Wealth Partners LLC
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FL | 1.1 |
|
Portside Wealth Group LLC
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UT | 1.1 |
|
Uniplan Investment Counsel Inc
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|
WI | 1.1 |
|
Spirepoint Private Client LLC
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|
FL | 1.1 |
|
Barnes Pettey Financial Advisors LLC
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|
MS | 1.1 |
|
Lodestar Private Asset Management LLC
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|
CA | 1.1 |
|
TRG Investment Advisors LLC
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|
VT | 1.1 |
|
Pettinga Financial Advisors LLC
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IN | 1.1 |