|
⚲
|
| Friedlander & Co Inc
✚
| |
|---|---|
| CRD # | 105150 |
| SEC # | 801-16821 |
| CIK # | |
| AUM | $453.0 MM (2024-02-15) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 414-273-0308 |
| Address | 322 E Michigan Street Ste 250 Milwaukee, WI 53202 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Friedlander Fund Limited Partnership | 2012-03-23 | 34.7 | |
| HF | Friedlander Value Fund | 2012-03-23 | 23.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 26 | 410.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 42.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 72 | 453.0 |
| By Discretionary | ||
| Discretionary | 6 | 10.7 |
| Non-Discretionary | 66 | 442.3 |
| Total | 72 | 453.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 453.0 | |
| Total | 72 | 453.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Aston Capital Management
✚
|
FL | 0.5 |
|
Freedom Day Solutions LLC
✚
|
TX | 0.4 |
|
Westport Asset Management Inc
✚
|
CT | 0.4 |
|
Salem Partners Wealth Management LLC
✚
|
CA | 0.4 |
|
Highlander Capital Management LLC
✚
|
NJ | 0.4 |
|
Sam Advisors LLC
✚
|
CA | 0.3 |
|
American Alpha Advisors LLC
✚
|
NY | 0.3 |
|
AVOS Capital Management LLC
✚
|
WA | 0.2 |
|
Huntington Management LLC
✚
|
IL | 0.2 |
|
HMS Capital Management LLC
✚
|
TN | 0.2 |