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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hottinger & Co Limited
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|---|---|
| CRD # | 316515 |
| SEC # | 801-122761 |
| CIK # | |
| AUM | $1.2 B (2025-06-06) |
| Employees | 25 (36% Investors, 0% Brokers) |
| Phone | 442072273400 |
| Address | 4 Carlton Gardens, St Jamess London, United Kingdom |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 18.4 |
| (b) Individuals (high net worth individuals) | 154 | 742.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 21.2 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 18 | 114.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 195.5 |
| (n) Other | 25 | 99.3 |
| Total | 530 | 1,191.7 |
| By Discretionary | ||
| Discretionary | 234 | 612.7 |
| Non-Discretionary | 296 | 578.9 |
| Total | 530 | 1,191.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,163.3 | |
| United States Persons | 28.3 | |
| Total | 530 | 1,191.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Level Four Capital Management
✚
|
TX | 1.2 |
|
Independent Solutions Wealth Management LLC
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|
NY | 1.2 |
|
Fortis Capital Advisors LLC
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KS | 1.2 |
|
Payne Capital Management LLC
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|
NY | 1.2 |
|
Triangle Securities Wealth Management Inc
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|
NC | 1.2 |
|
Great Waters Wealth Management
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|
MN | 1.2 |
|
Evermay Wealth Management LLC
✚
|
VA | 1.2 |
|
Chatterton & Associates the Wealth Management Team Inc
✚
|
CA | 1.2 |
|
Paul Winkler Inc
✚
|
TN | 1.2 |
|
New England Professional Planning Group Inc
✚
|
RI | 1.2 |