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| Fogel Capital Management Inc
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|---|---|
| CRD # | 108212 |
| SEC # | 801-49135 |
| CIK # | 0002011427 |
| AUM | 436.7 M (2026-03-27) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 772-223-9686 |
| Address | 453 Riverside Drive Stuart, FL 34994 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 34.5 | ||
| Microsoft Corp | 18.4 | ||
| Ace Ltd | 16.2 | ||
| Enterprise Products Partners L P | 14.7 | ||
| Broadcom Inc | 11.4 | ||
| Elbit Systems Ltd | 11.3 | ||
| Energy Transfer Equity LP | 9.8 | ||
| Johnson & Johnson | 9.4 | ||
| MercadoLibre Inc | 5.7 | ||
| Moodys Corp /DE/ | 5.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Falcon Performance Fund LP | [2014-03-18] | 4.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 39.4 |
| (b) Individuals (high net worth individuals) | 108 | 373.3 |
| (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 | 24 | 24.0 |
| (h) Charitable organizations | 1 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 529 | 436.7 |
| By Discretionary | ||
| Discretionary | 529 | 436.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 529 | 436.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 436.7 | |
| Total | 529 | 436.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011427] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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|---|---|---|
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