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| Happy Holidays!! thanks for using AUM13F!! |
| Gallagher Capital Advisors LLC
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| CRD # | 170955 |
| SEC # | 801-123612 |
| CIK # | 0002034519 |
| AUM | $202.6 M (2025-02-05) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 940-464-0404 |
| Address | |
| Source | [IAPD] [EDGAR] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002034519 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.3 | ||
| Microsoft Corp | 6.3 | ||
| Amazon Com Inc | 4.7 | ||
| VISA Inc | 4.0 | ||
| Apple Inc | 3.9 | ||
| J P Morgan Chase & Co | 3.6 | ||
| ServiceNow Inc | 3.6 | ||
| Pfizer Inc | 3.5 | ||
| Blackstone Group LP | 3.3 | ||
| Snowflake Inc | 3.2 | ||
| Boeing Co | 2.6 | ||
| Intuitive Surgical Inc | 2.5 | ||
| Costco Wholesale Corp /NEW | 2.3 | ||
| Wal Mart Stores Inc | 2.1 | ||
| Verizon Communications Inc | 2.0 | ||
| Veeva Systems Inc | 1.7 | ||
| Palantir Technologies Inc | 1.7 | ||
| Morgan Stanley | 1.4 | ||
| Uber Technologies Inc | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 51.8 |
| (b) Individuals (high net worth individuals) | 38 | 118.1 |
| (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 | 17.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 14.9 |
| (n) Other | 0 | 0.0 |
| Total | 532 | 202.6 |
| By Discretionary | ||
| Discretionary | 357 | 107.4 |
| Non-Discretionary | 175 | 95.3 |
| Total | 532 | 202.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.6 | |
| Total | 532 | 202.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002034519] |
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Firstrust LLC
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SEEK First Inc
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ERISA Advisers Inc
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Tribeca Financial LLC
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Forthright Family Wealth Advisory LLC
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TX | 0.2 |
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Powell Financial Inc
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NC | 0.2 |