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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Friedlander & Co Inc
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|---|---|
| CRD # | 105150 |
| SEC # | 801-16821 |
| CIK # | |
| AUM | $502.8 M (2025-02-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 414-273-0308 |
| Address | 322 E Michigan Street Ste 250 Milwaukee, WI 53202 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Friedlander Fund Limited Partnership | 2012-03-23 | 34.7 | |
| HF | Friedlander Value Fund | 2012-03-23 | 23.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 26 | 456.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 4 | 46.7 |
| (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 | 70 | 502.8 |
| By Discretionary | ||
| Discretionary | 6 | 12.8 |
| Non-Discretionary | 64 | 490.1 |
| Total | 70 | 502.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 502.8 | |
| Total | 70 | 502.8 |
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|---|---|---|
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TX | 0.6 |
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Aston Capital Management
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FL | 0.6 |
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TX | 0.5 |
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Salem Partners Wealth Management LLC
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CA | 0.4 |
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Westport Asset Management Inc
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CT | 0.4 |
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Sam Advisors LLC
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CA | 0.4 |
|
American Alpha Advisors LLC
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NY | 0.3 |
|
HMS Capital Management LLC
✚
|
TN | 0.3 |
|
PF Advisors LLC
✚
|
PA | 0.2 |
|
South Shore Capital Advisors LLC
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MA | 0.2 |