Groesbeck Investment Management Corp

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Assets, Funds, Holdings

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Groesbeck Investment Management Corp
CRD #106679
SEC #801-44798
CIK #0000923116
AUM $76.9 MM (2024-03-26)
Employees 3 (100% Investors, 0% Brokers)
Phone201-291-7888
Address12 Rte 17 North
Paramus, NJ 07652
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
120096072048024002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AVGO 201,282.9 0.0
LRCX 60,793.2 0.0
URI 17,758.9 0.0
CDW 21,533.4 0.0
AAPL 2,382,844.0 0.0
MSFT 1,918,222.4 0.0
UNH 477,004.0 0.0
TSCO 21,844.9 0.0
TMO 209,733.6 0.0
NVDA 399,550.0 0.0
View All
Holdings by Sector ($MM)
2502001501005002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 13 3.4
(b) Individuals (high net worth individuals) 22 63.6
(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 2 9.9
(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 37 76.9
By Discretionary
Discretionary 37 76.9
Non-Discretionary 0 0.0
Total 37 76.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 76.9
Total 37 76.9
EDGAR Form CIK 2011 - 2024
13F-HR [0000923116]
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Runnymede Capital Management Inc
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Opal Capital LLC
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Dakore Wealth Management LLC
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Compass Investments LLC
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Asset Strategy Retirement Plan Consultants LLC
PA 0.1
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