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| H M Payson & Co
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|---|---|
| CRD # | 2993 |
| SEC # | 801-3901 |
| CIK # | 0000928052 |
| AUM | $7.0 BB (2024-03-29) |
| Employees | 33 (85% Investors, 0% Brokers) |
| Phone | 207-772-3761 |
| Address | One Portland Square, 5th Floor Portland, ME 04101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.4 | |
| MSFT | 1,918.2 | 0.3 | |
| GOOG | 1,482.6 | 0.3 | |
| AVGO | 201.3 | 0.2 | |
| NVDA | 399.6 | 0.2 | |
| LRCX | 60.8 | 0.1 | |
| MA | 309.6 | 0.1 | |
| V | 419.3 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| LHX | 45.5 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | HM Payson Private Markets LP | 2020-05-14 | 29.1 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,905 | 1.7 |
| (b) Individuals (high net worth individuals) | 710 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 72 | 0.2 |
| (h) Charitable organizations | 241 | 0.5 |
| (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 | 88 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 4,017 | 7.0 |
| By Discretionary | ||
| Discretionary | 3,764 | 6.5 |
| Non-Discretionary | 253 | 0.5 |
| Total | 4,017 | 7.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.0 | |
| Total | 4,017 | 7.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000928052] |
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|---|---|---|
|
Bridges Investment Management Inc
✚
|
NE | 9.9 |
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Laird Norton Wetherby Wealth Management LLC
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|
CA | 7.3 |
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UT | 6.8 |
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MA | 5.0 |
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LNW Wealth Management LLC
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WA | 4.6 |
|
Evergreen Capital Management LLC
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WA | 4.6 |
|
Abacus Wealth Partners LLC
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CA | 3.1 |
|
BIP Wealth LLC
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GA | 2.8 |
|
Popular Securities LLC
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PR | 2.2 |
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JD Euroway Capital Partners LLC
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2.2 |