|
⚲
|
| Henry H Armstrong Associates Inc
✚
|
|
|---|---|
| CRD # | 105510 |
| SEC # | 801-19548 |
| CIK # | |
| AUM | $903.0 MM (2023-03-06) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 412-471-1551 |
| Address | One Gateway Center Pittsburgh, PA 15222 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Armstrong Equity Advisors LP | 2012-03-21 | 0.3 | |
| PE | Armstrong Equity Partners LP | 2012-03-21 | 0.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 16.3 |
| (b) Individuals (high net worth individuals) | 110 | 877.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 9.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 553 | 903.0 |
| By Discretionary | ||
| Discretionary | 553 | 903.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 553 | 903.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.2 | |
| United States Persons | 894.8 | |
| Total | 553 | 903.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Marble Harbor Investment Counsel LLC
✚
|
MA | 1.0 |
|
Agili PC
✚
|
VA | 1.0 |
|
Neirg Wealth Management LLC
✚
|
MA | 0.9 |
|
Sectoral Asset Management Inc
✚
|
0.9 | |
|
Avitas Wealth Management LLC
✚
|
CA | 0.9 |
|
Hunter Perkins Capital Management LLC
✚
|
IL | 0.9 |
|
Hunter Associates Investment Management LLC
✚
|
PA | 0.8 |
|
Berkeley Capital Partners LLC
✚
|
GA | 0.8 |
|
Monogram Capital Management LP
✚
|
CA | 0.8 |
|
Greytown Advisors Inc
✚
|
FL | 0.8 |