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| Happy Holidays!! thanks for using AUM13F!! |
| H M Payson & Co
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| CRD # | 2993 |
| SEC # | 801-3901 |
| CIK # | 0000928052 |
| AUM | $8.1 B (2025-03-28) |
| Employees | 36 (86% Investors, 0% Brokers) |
| Phone | 207-772-3761 |
| Address | One Portland Square, 5th Floor Portland, ME 04101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000928052 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Microsoft Corp | 0.3 | ||
| Broadcom Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| VISA Inc | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Harris Corp /DE/ | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Accenture PLC | 0.1 | ||
| Home Depot Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Ametek INC/ | 0.1 | ||
| Autozone Inc | 0.1 | ||
| Thermo Fisher Scientific Inc | 0.1 | ||
| Lam Research Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| ASML Holding NV | 0.1 | ||
| Amgen Inc | 0.1 | ||
| McDonalds Corp | 0.1 | ||
| McGraw-hill Companies Inc | 0.1 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | HM Payson Private Markets LP | 2020-05-14 | 29.1 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,030 | 1.7 |
| (b) Individuals (high net worth individuals) | 823 | 4.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 74 | 0.3 |
| (h) Charitable organizations | 178 | 0.6 |
| (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 | 84 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 4,190 | 8.1 |
| By Discretionary | ||
| Discretionary | 4,013 | 7.6 |
| Non-Discretionary | 177 | 0.5 |
| Total | 4,190 | 8.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.1 | |
| Total | 4,190 | 8.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000928052] |
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