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| Happy Holidays!! thanks for using AUM13F!! |
| Hollow Brook Wealth Management LLC
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| CRD # | 145521 |
| SEC # | 801-68599 |
| CIK # | 0001455251 |
| AUM | $1.2 B (2025-03-30) |
| Employees | 15 (20% Investors, 0% Brokers) |
| Phone | 212-364-1848 |
| Address | 152 Bedford Road Katonah, NY 10536 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001455251 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 79.3 | ||
| Microsoft Corp | 16.6 | ||
| Procter & Gamble Co | 10.6 | ||
| Constellation Energy Corp | 9.7 | ||
| Johnson & Johnson | 9.6 | ||
| Apple Inc | 8.0 | ||
| Quanta Services Inc | 7.0 | ||
| Fluidigm Corp | 6.7 | ||
| Alphabet Inc | 6.5 | ||
| American Electric Power Co Inc | 6.2 | ||
| SAP SE | 6.2 | ||
| Enterprise Products Partners L P | 6.1 | ||
| Chevron Corp | 6.0 | ||
| Chart Industries Inc | 5.5 | ||
| GS Acquisition Holdings Corp II | 5.5 | ||
| Wal Mart Stores Inc | 5.4 | ||
| Techne Corp /MN/ | 5.3 | ||
| SPDR Gold Trust | 4.8 | ||
| Exxon Mobil Corp | 4.8 | ||
| GS Acquisition Holdings Corp | 4.0 | ||
| Aflac Inc | 3.9 | ||
| Verisk Analytics Inc | 3.7 | ||
| Abbott Laboratories | 3.2 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Pilotrock Concentrated Fund LP | [2012-03-30] | 18.3 | 5.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 13.8 |
| (b) Individuals (high net worth individuals) | 416 | 1,091.8 |
| (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 | 19 | 33.9 |
| (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 | 24 | 57.5 |
| (n) Other | 0 | 0.0 |
| Total | 538 | 1,197.1 |
| By Discretionary | ||
| Discretionary | 482 | 684.8 |
| Non-Discretionary | 56 | 512.3 |
| Total | 538 | 1,197.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.4 | |
| United States Persons | 1,173.7 | |
| Total | 538 | 1,197.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Megan Garufi | 5 | ||
| Samantha Lam | 5 | ||
| Pilotrock Investment Partners GP LLC | 5 | ||
| Thomas Omalley Jr | 4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001455251] | |
| 3 | [0001455251] | |
| SC 13D | [0001455251] | |
| SC 13G | [0001455251] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Hollow Brook Wealth Management LLC | Wireless Telecom Group Inc | [2016-01-19] |
| Hollow Brook Wealth Management LLC | Argan Inc | [2013-02-14] |
| Hollow Brook Wealth Management LLC | NTS Inc | [2013-02-14] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Nordberg E Wayne | |
| Richter Philip E | |
| Wireless Telecom Group Inc | |
| Hollow Brook Wealth Management LLC |
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