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| Harold Davidson & Associates Inc
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|---|---|
| CRD # | 110994 |
| SEC # | 801-9752 |
| CIK # | 0001430022 |
| AUM | 390.5 M (2026-03-03) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 310-553-5551 |
| Address | 1801 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 54.4 | ||
| Cisco Systems Inc | 32.9 | ||
| Microsoft Corp | 13.8 | ||
| CrowdStrike Holdings Inc | 9.9 | ||
| General Electric Co | 7.9 | ||
| Alphabet Inc | 7.8 | ||
| Nvidia Corp | 7.7 | ||
| Visa Inc | 7.1 | ||
| J P Morgan Chase & Co | 5.9 | ||
| Lilly Eli & Co | 5.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | HDA Mortgage Fund LLC | 2012-03-28 | 1.3 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 0.0 |
| (b) Individuals (high net worth individuals) | 77 | 0.3 |
| (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 | 5 | 0.0 |
| (h) Charitable organizations | 2 | 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 | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 423 | 0.4 |
| By Discretionary | ||
| Discretionary | 423 | 0.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 423 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.4 | |
| Total | 423 | 0.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001430022] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
| Fund Types | Real Estate |
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