|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Kimelman & Baird LLC
✚
|
|
|---|---|
| CRD # | 2440 |
| SEC # | 801-9182 |
| CIK # | 0001318103 |
| AUM | $1.4 B (2025-05-30) |
| Employees | 7 (57% Investors, 71% Brokers) |
| Phone | 212-686-0021 |
| Address | 800 Third Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 70.8 | ||
| Costco Wholesale Corp /NEW | 62.0 | ||
| Microsoft Corp | 61.8 | ||
| Amazon Com Inc | 60.8 | ||
| Apple Inc | 60.3 | ||
| Copart Inc | 60.0 | ||
| Waste Management Inc | 48.0 | ||
| Blackstone Group LP | 47.3 | ||
| Mastercard Inc | 45.2 | ||
| Home Depot Inc | 43.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 54.4 |
| (b) Individuals (high net worth individuals) | 111 | 1,288.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.7 |
| (h) Charitable organizations | 5 | 86.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 517 | 1,430.8 |
| By Discretionary | ||
| Discretionary | 517 | 1,430.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 517 | 1,430.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.4 | |
| United States Persons | 1,426.4 | |
| Total | 517 | 1,430.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001318103] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rodgers & Associates LLC
✚
|
PA | 1.5 |
|
ARS Wealth Advisors Group LLC
✚
|
FL | 1.5 |
|
LGT Wealth Management US Limited
✚
|
1.4 | |
|
Willis Johnson & Associates Inc
✚
|
TX | 1.4 |
|
Telos Capital Management Inc
✚
|
CA | 1.4 |
|
Sheaff Brock Investment Advisors LLC
✚
|
IN | 1.4 |
|
Bloom Advisors Inc
✚
|
MI | 1.4 |
|
Ally Invest Advisors Inc
✚
|
NC | 1.4 |
|
Romano Brothers and Company
✚
|
IL | 1.4 |
|
The Nemes Rush Group LLC
✚
|
MI | 1.4 |